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https://www.julyservices.com/pdfs/jcw-participant-reference-and-learning/404a5_Electronic_Delivery.pdf
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 using measures reasonably calculated to ensure actual receipt. Employers will be deemed to meet this requirement if electronic delivery is made to individuals who: 1.
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 …Author: Mcguirewoods LLC
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
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.truckerhuss.com/2011/09/new-guidance-on-electronic-delivery-of-participant-disclosures/
Pension benefit statements, and the participant fee disclosures that may be included in those statements, may be provided in accordance with: the existing DOL safe harbor for electronic delivery; the Internal Revenue Service regulations governing electronic delivery; or; the method described in FAB 2006–03.
https://www.principal.com/employers/trends-insights/do-you-understand-401k-participant-notice-requirements
1. Review this retirement plan participant notice summary (PDF) to make sure you know which notices to send and the timing requirements. 2. Review this guide to electronic notice delivery (PDF) to understand if electronic delivery will work for some or all your employees. 3. Find out how your retirement plan service provider can help.
https://www.oneamerica.com/wps/wcm/connect/59e544004b349e3aad88ed128ce9af84/R-23962_ParticipantFeeDisclosureeRetirementDS_042512.pdf?MOD=AJPERES
Participant Fee Disclosure Delivery R-23962 09/04/12 Q. Where can the Participant Fee Disclosure be found? A. The Participant Fee Disclosure can be found on eSponsor under the documents tab. Participants can view the document on our Account Services website under the My Plan tab. Important: Posting the Participant Fee Disclosure on
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.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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