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https://www.shrm.org/ResourcesAndTools/hr-topics/benefits/Pages/Fees_e-disclosure.aspx
Nov 14, 2012 · DOL Offers More Guidance on Electronic Disclosure of 401(k) Fees ... under the fee disclosure rule, electronic delivery can be used to ... a consequence of the participant-level fee disclosure ...Author: Mcguirewoods LLC
https://www.julyservices.com/pdfs/jcw-participant-reference-and-learning/404a5_Electronic_Delivery.pdf
Rules for Electronic Delivery of Participant Fee Disclosure Notices. Updated 3/16 LFS Regulations issued by the U.S. Department of Labor (DOL) permit the Annual Participant Fee Disclosure Notice to be delivered either electronically or in paper. To comply with the rules for electronic delivery, employers must furnish the notice
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 interpretations around using e-mail and other electronic disclosure methods. This guide is intended to:File Size: 81KB
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
https://www.truckerhuss.com/2011/09/new-guidance-on-electronic-delivery-of-participant-disclosures/
New Guidance on Electronic Delivery of Participant Disclosures. ... At the time the participant fee disclosure regulation was first proposed and finalized, the DOL reserved a section in the regulations for detailing how the disclosures must be furnished to participants. ... the existing DOL safe harbor for electronic delivery;
https://www.adp.com/~/media/White%20Papers/RS/Participant-Fee-Disclosure-White-Paper-99-2762.ashx
for the electronic delivery of the participant fee disclosures. The interim guidance permits different delivery methods based on the category of information that is being delivered (e.g., plan-related, individual expenses, investment-related). The guidance sets out three electronic disclosure options: (1) the Safe Harbor method that,
https://www.dol.gov/agencies/ebsa/key-topics/retirement/retirement-plan-fee-disclosures
Retirement Plan Fee Disclosures. Workers and Families. A Look at 401(k) Plan Fees ... Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans - Timing of Annual Disclosure ... An agency within the U.S. Department of Labor. 200 Constitution Ave NW Washington, DC 20210 1-866-4-USA-DOL. 1-866-487-2365.
https://www.lfg.com/wcs-static/pdf/Participant_Fee_Disclosure_FAQFINAL041116.pdf
electronic disclosure delivery. The general requirements are: The plan sponsor must take appropriate measures to ensure that the system for furnishing electronic documents results in actual receipt of the information document by participants ... participant fee disclosure. They include:
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