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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). See 29 CFR 2520.104b-1(c).
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.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.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.plansponsor.com/dol-asked-make-electronic-delivery-retirement-plan-disclosures-default/
Jun 04, 2019 · DOL Asked to Make Electronic Delivery of Retirement Plan Disclosures the Default Eight organizations associated with defined contribution (DC) plans submitted a letter to the Employee Benefits Security Administration of the Department of Labor (DOL) asking it to propose regulations that would permit plan sponsors to make electronic delivery the default method of delivery for retirement plan …
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.shrm.org/ResourcesAndTools/hr-topics/benefits/Pages/Fees_e-disclosure.aspx
Nov 14, 2012 · First, it is necessary to consider the “safe harbor” electronic disclosure regulation that the DOL issued in 2002. Documents that would otherwise be provided in hard copy form can be delivered electronically under the safe harbor to the following groups of persons: Group 1.Author: Mcguirewoods LLC
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://www.law.cornell.edu/cfr/text/29/2520.104b-1
(c) Disclosure through electronic media. (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:
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