---
title: "ERISA summary plan description statute checklist"
url: "https://ailawframework.com/precedents/superannuation/us-spd-statute-review"
type: "precedent"
site: "AI Law Framework"
id: "a27-us-spd-statute-review"
area_id: "A27"
kind: "checklist"
ai_level: "yellow"
version: 1
task_ids: ["A27-A20260923-1", "A27-T1-R2"]
law_stated_as_at: "2026-10-22"
---

# ERISA summary plan description statute checklist

> Checklist of the summary plan description contents in 29 U.S.C. § 1022. It compares a booklet with the statute. It is not the booklet furnished to participants.

Canonical page: https://ailawframework.com/precedents/superannuation/us-spd-statute-review  
Law stated as at: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

- Kind: Checklist. Steps or checks to work through and tick off.
- Practice area: [Superannuation](https://ailawframework.com/precedents/superannuation.md)
- Jurisdictions: United States
- AI level: Yellow. You and the tool draft together, with you directing. You check every statement you rely on.
- Law stated as at: 2026-10-22
- Status: Maintained. Checked on 2026-10-22 against the authority it cites, for United States.

## When to use it

Use when a lawyer is comparing a summary plan description with 29 U.S.C. § 1022. Do not use it as the summary that is furnished, and do not use it to state a furnishing deadline.

## Used for these tasks

- [Compare a member booklet or product disclosure to the deed](https://ailawframework.com/practice/superannuation/compare-a-member-booklet-or-product-disclosure-to-the-deed.md)
- [Compare a self-managed retirement-fund deed to a current-law checklist](https://ailawframework.com/practice/superannuation/compare-a-self-managed-retirement-fund-deed-to-a-current-law-checklist.md)

## How AI may be used

Yellow: the lawyer compares each statutory item with the booklet and the plan instrument.

**AI may:**

- List the items section 1022(b) says the summary plan description shall contain.
- Record the accuracy and plain-language standard in section 1022(a).
- Leave names, addresses, and benefit descriptions blank for the plan's own text.

**AI must not:**

- Do not furnish a summary plan description.
- Do not state a deadline for furnishing. Section 1024(b) was not opened.
- Do not define group health plan or health insurance issuer. Section 1191b was not opened.
- Do not calculate a benefit or write a claims decision.

**The lawyer checks:**

- Compare the booklet with the plan instrument, not only with this list.
- Read section 1024 before stating when the summary or a material modification is furnished.
- Read section 1133 before describing the claims remedy it requires.
- Do not add a Department of Labor office address. The statute names the office and this list does not supply a street address.

## Authorities

- [29 U.S.C. § 1022](https://www.law.cornell.edu/uscode/text/29/1022)

## Full text and drafting notes

The full text and the drafting notes are not part of this public page. Signed-in firm accounts can read them at https://ailawframework.com/precedents/superannuation/us-spd-statute-review and through the signed-in MCP connector https://ailawframework.com/mcp/firm.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*