404a 5 Electronic Delivery

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29 CFR § 2550.404a-5 - Fiduciary requirements for ...

    https://www.law.cornell.edu/cfr/text/29/2550.404a-5
    § 2550.404a-5 Fiduciary requirements for disclosure in participant-directed individual account plans. (a) General. The investment of plan assets is a fiduciary act governed by the fiduciary standards of section 404(a)(1)(A) and (B) of the Employee Retirement Income Security Act of 1974 , as amended ( ERISA ), 29 U.S.C. 1001 et seq. (all ...

404(a)(5) Participant Fee Disclosures: Rules & Requirements

    https://www.forusall.com/401k-blog/404a5-participant-fee-disclosure-rule/
    Mar 18, 2019 · 404(a)(5) Participant Fee Disclosure Distribution Methods. Bad news: Even though the recordkeeper does the hard work, plan sponsors still have the duty to get the fee disclosures to participants. Good news: Electronic distribution methods are allowed, so often that duty is actually really easy and/or almost automatic.Author: Evan Ross

Revisiting Electronic Delivery Requirements for ...

    http://wwwrs.massmutual.com/rsstaticfiles/retire/pdffolder/regulatory/rs34648.pdf
    §2550.404a-5 via electronic delivery if the plan sponsor complies with the conditions of the Technical Release. MassMutual’s ERISA Advisory ServicesSM This document is for informational purposes only and should not be construed as legal and/or tax advice. Please consult with your own legal counsel and other experienced advisors

A GUIDE TO ELECTRONIC DELIVERY OF PARTICIPANT …

    http://kbpensionservices.com/files/9513/7347/0030/A_Guide_to_Electronic_Delivery_of_Participant_Disclosure_Materials.pdf
    A GUIDE TO ELECTRONIC DELIVERY OF PARTICIPANT DISCLOSURE MATERIALS . The U.S. Department of Labor (DOL) and the Internal Revenue Service (IRS) issued a series of rules and ... proposed electronic delivery method will meet the “effective ability to access” test, but there is only ... as set forth in the 404a-5 Regulation. Investment ...

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