How To Write A Letter As Trustee Of A 401K. In addition, the trustee also has a duty to communicate with beneficiaries regarding the status of the trust. Provide plan information to participants.
As a matter of law, once a trust document is written and put into effect, the written contents of the trust control your actions as trustee. The letter should be addressed to the beneficiary, using her title and full name. The role of the trustee is an important one.
