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http://www.ipsadvisors.com/news/35/e-delivery-of-summary-plan-descriptions
Apr 10, 2015 · Attached is a Summary Plan Description ("SPD") for the [insert name of plan] (the "Plan"). The purpose of this SPD is to provide a basic summary of the Plan's terms as of [insert date], including benefits provided under the Plan and your rights …
https://www.shrm.org/resourcesandtools/hr-topics/benefits/pages/revisit-spd-distribution-rules.aspx
For most employers, creating and distributing summary plan descriptions (SPDs) for each health plan option is viewed as a necessary evil, to be postponed as long as possible. Despite SPDs' value to plan participants as comprehensive sources of information about their benefits,...Author: Kim Buckey
https://www.ebcflex.com/Education/ComplianceBuzz/tabid/1140/ArticleID/598/Summary-Plan-Description-Paper-or-Electronic.aspx
Apr 04, 2018 · 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 described above.
https://news.leavitt.com/employee-benefits-compliance/electronic-disclosure-of-erisa-plan-communications/
Dec 06, 2012 · The DOL’s electronic disclosure rules apply to all types of ERISA-required communications from the plan, including open enrollment materials, Summary Plan Descriptions (SPDs), Summaries of Material Modifications (SMMs), Summary Annual Reports (SARs), QMCSO notices, COBRA notices, HIPAA certificates of creditable coverage, and also 401(k) plan notices such …
https://help.zenefits.com/Employees/Employee_Administration/Mandatory_Employee_Rights_Notices/What_are_ERISA_notices%3F/00-What_are_the_requirements_for_a_Summary_Plan_Description_(SPD)%3F/
The summary plan description, or SPD, provides participants and beneficiaries with information on the coverage and operation of the plan, including key participation dates, how service and benefits are calculated, when benefits go effective, and how to file claims.
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 · DOL regulations describe when an employer can distribute certain plan documents, including the Summary Plan Description (SPD), Summary of Annual Report (SAR) and Summary of Benefits and Coverage (SBC) electronically to plan participants.
http://kbpensionservices.com/files/9513/7347/0030/A_Guide_to_Electronic_Delivery_of_Participant_Disclosure_Materials.pdf
electronic delivery methods. For example, a document may be sent in the text of an e-mail or as an attachment to an e-mail. A plan administrator may also send, via electronic or paper mail, a link to the required information on a website.File Size: 81KB
https://www.pillsburylaw.com/images/content/1/3/v2/1364/D70B2C7DE04D9F2EF832561AC253B226.pdf
automatically covered by the rules, and the employer may deliver summary plan descriptions and summary annual reports to the employee by e-mail. However, a field worker, such as a driver or salesperson who does not have regular access to the employer’s e-mail system is not automatically covered by the rules.File Size: 114KB
https://www.dol.gov/general/topic/health-plans/planinformation
The summary plan description is an important document that tells participants what the plan provides and how it operates. It provides information on when an employee can begin to participate in the plan and how to file a claim for benefits.
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