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https://www.dol.gov/newsroom/releases/ebsa/ebsa20191022
submenu. Office of the Secretary (OSEC) Administrative Review Board (ARB) Benefits Review Board (BRB) Bureau of International Labor Affairs (ILAB) Bureau of Labor Statistics (BLS) Centers for Faith and Opportunity Initiatives (CFOI) Employee Benefits Security Administration (EBSA) Employees' ...
https://www.foley.com/en/insights/publications/2019/11/dol-modernize-erisa-electronic-disclosure-rules
If the general requirements are satisfied, the 2002 Safe Harbor permits electronic delivery to two types of Required Recipients: “Wired at work” participants able to access electronically-delivered documents where they work, provider their access of the plan sponsor’s electronic information system is an integral part of their employment duties.
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.groom.com/resources/dol-modernizes-disclosure-rules-in-a-significant-expansion-of-electronic-delivery/
Oct 28, 2019 · DOL also eliminated a key rule for QDIA notices — the ability to rely on either one of the DOL or the IRS electronic delivery rules. Finally, the Proposed Rule leaves open a number of questions including whether and when certain notices and documents can be removed from a plan…
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
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.
https://www.psafinancial.com/2017/03/electronically-distribute-erisa-required-documents/
Mar 01, 2017 · To be ERISA compliant and satisfy the safe harbor, the plan administrator must: provide the documents in a manner that in both form and substance is equivalent to... ensure that the method of electronic distribution results in actual delivery... provide notice through electronic means or in ...
https://www.law.cornell.edu/cfr/text/29/2520.104b-1
(1) Except as otherwise provided by applicable law, rule or regulation, the administrator of an employee benefit plan furnishing documents through electronic media is deemed to satisfy the requirements of paragraph (b)(1) of this section with respect to an individual described in paragraph (c)(2) if: (i)...
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 only be used for certain types of the plan information.File Size: 81KB
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