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https://erisapros.com/faqs/spd-delivery-requirements/
ERISA Pros Electronic Document Delivery Package – Employers wishing to deliver their SPDs (as well as Summary Annual Reports (SARs) and Summaries of Material Modifications (SMMs) electronically should consider using ERISA Pros’ proprietary Electronic Document Delivery Package. We provide a set of instructions, a checklist, fillable forms and emails, and a spreadsheet to monitor and document …
https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/revisit-spd-distribution-rules.aspx
Participants who can access electronic documents at their work location (whether on site, in the office, at home or on the road), and for whom such access is an integral part of their work duties ...Author: Kim Buckey
https://www.federalregister.gov/documents/2019/10/23/2019-22901/default-electronic-disclosure-by-employee-pension-benefit-plans-under-erisa
Other stakeholders state that electronic delivery is not necessarily appropriate for all individuals, or for all ERISA disclosures. The Department agrees that electronic delivery generally can be as effective as paper based communication, and that it can reduce plan costs and increase the timeliness and accuracy of information that is disclosed.
https://www.coredocuments.com/how-to-meet-irs-rules-on-electronic-distribution-of-the-plan-document-spd/
Employers may electronically distribute the SPD to employees with the ability to access the electronic media where they perform their job duties. In other words, they use a computer with internet access in their daily …
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 specifies that a written or electronic notice must be provided to participants each time a new electronic SPD is posted. The Bottom Line: Failure to follow the DOL electronic distribution rules can result in employer penalties. Employers who want to distribute benefit plan information electronically to plan participants can do so but should carefully review and follow the DOL safe harbor rules for electronic delivery …
https://news.leavitt.com/employee-benefits-compliance/electronic-disclosure-of-erisa-plan-communications/
Dec 06, 2012 · Sample Language for Notice of Electronic Delivery of SPD. An employer who delivers the SPD electronically by sending an email with a link to the SPD on the employer website might want to say something like the following: Subject Line: Important! Link to the Summary Plan Description (SPD) for your Benefit Plan
https://www.theabdteam.com/blog/distribution-timing-rules-spds-smm/
Jan 12, 2018 · There is no requirement that a new wrap SPD be distributed annually. Special Summary of Benefits and Coverage (SBC) Distribution Timing Rules. Keep in mind that there are a number of separate timing (and electronic disclosure) rules related to distribution of SBCs.
https://www.pillsburylaw.com/images/content/1/3/v2/1364/D70B2C7DE04D9F2EF832561AC253B226.pdf
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
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