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https://www.shrm.org/ResourcesAndTools/hr-topics/benefits/Pages/Fees_e-disclosure.aspx
Nov 14, 2012 · For any required disclosures that may be included in a retirement plan benefit statement under the fee disclosure rule, electronic delivery can be used to the extent and in the same manner as has been permitted for retirement plan benefit statements under the DOL…Author: Mcguirewoods LLC
https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/fact-sheets/retirement-plans-electronic-disclosure-safe-harbor-rule
Plan administrators must use delivery methods reasonably calculated to ensure actual receipt of the documents. The Department amended the general standards for delivery of required disclosures in 2002 by establishing a regulatory safe harbor for the use of electronic media (the 2002 safe harbor).
https://www.foley.com/en/insights/publications/2019/11/dol-modernize-erisa-electronic-disclosure-rules
Under ERISA, plan sponsors must use delivery methods “reasonably calculated” to ensure Required Recipients actually receive required plan-related documents and information. Regulations issued by the DOL in 2002 provided plan sponsors with an optional, “safe harbor” electronic delivery method (the “2002 Safe Harbor”) they could use ...
http://kbpensionservices.com/files/9513/7347/0030/A_Guide_to_Electronic_Delivery_of_Participant_Disclosure_Materials.pdf
The DOL has issued some additional methods that allow additional electronic delivery methods in certain situations. Unlike the DOL Electronic Disclosure Safe Harbor, which can be used for all types of required plan information, these additional methods may …File Size: 81KB
https://benefitsbclp.com/dol-new-electronic-delivery-guidance-the-good-the-bad-and-the-not-so-bad/
Plan sponsors and administrators can choose either to follow this new guidance or use the existing DoL-approved method for providing disclosures electronically. The Good: Under the Technical Release, those disclosures that are expressly permitted to be included in quarterly benefit statements can be provided on a secure website with the quarterly statement.
https://complianceadministrators.com/delivery-methods/
However, the DOL has indicated that the appearance of paper and electronic versions need not be identical. Electronic Delivery Methods The following electronic delivery methods are specified by the DOL as consistent with the general requirement that materials be furnished by a method that is reasonably calculated to ensure actual receipt. Email
https://www.pillsburylaw.com/images/content/1/3/v2/1364/D70B2C7DE04D9F2EF832561AC253B226.pdf
10656707v3 1. DOL Finalizes Rules for Electronic Delivery of Documents and Information Under ERISA By Henry A. Hernandez The Employee Retirement Income Security Act of 1974, as amended (“ERISA”), requires that employers provide certain information and documents to benefit plan participants and beneficiaries.File Size: 114KB
https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resource-center/publications/reporting-and-disclosure-guide-for-employee-benefit-plans.pdf
has been prepared by the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) with assistance from the Pension Beneit Guaranty Corporation (PBGC). It is intended to be used as a quick reference tool for certain basic reporting and disclosure requirements under the Employee Retirement Income Security Act of 1974 (ERISA).File Size: 1MB
https://www.law.cornell.edu/cfr/text/29/2520.104b-1
(C) Prior to consenting, is provided, in electronic or non-electronic form, a clear and conspicuous statement indicating: (1) The types of documents to which the consent would apply; (2) That consent can be withdrawn at any time without charge;
http://www.ebcflex.com/Menu/Resources/ComplianceBuzz/tabid/1140/ArticleID/377/When-Can-Employers-Use-Electronic-Delivery-of-Benefit-Plan-Documents.aspx
Sep 21, 2016 · The DOL safe harbor does not limit electronic disclosure to any particular types of electronic media. Examples of acceptable delivery methods include: delivery by email, attachment to email, magnetic disk, CD-ROM, DVD and posting the documents to the employer’s website or intranet.
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