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https://greenspringadvisors.com/greenspring-u/article/qdia-notice-requirements-is-your-plan-in-compliance/
Having helped numerous clients navigate the delivery of these notices, I thought it would be helpful to address some practical observations. 1. QDIA compliance is optional not mandatory – Much like 404(c) protection, simply failing to deliver the QDIA notices on time doesn’t mean the plan is out of compliance. Generally speaking, it only ...
https://www.dol.gov/agencies/ebsa/employers-and-advisers/guidance/field-assistance-bulletins/2008-03
Apr 29, 2008 · Yes. While the QDIA regulation generally provides for disclosure through a separate notice, the Department indicated in the preamble to the QDIA regulation that it anticipates that the QDIA notice requirements and the notice requirements of Code sections 401(k)(13)(E) and 414(w)(4) could be satisfied in a single disclosure document.
https://www.irs.gov/retirement-plans/notice-requirement-for-a-safe-harbor-401k-or-401m-plan
Electronic delivery of notice. The safe harbor notice may be delivered electronically. The requirements for electronic delivery are set forth in Reg. § 1.401(a)-21. Notice requirement due to mid-year changes to a plan. Notice 2016-16, issued on January 29, 2016, provides guidance on mid-year changes to safe harbor 401(k) plans.
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 ... there is the “General Method,” which has system, consent and notice requirements that are substantially ... (QDIA) Notices Blackout NoticeFile Size: 81KB
https://foremployers.voya.com/content/sample-notices-eaca-qaca-qdia-safe-harbor
Sample Notices (EACA, QACA, QDIA, Safe Harbor) ... click on the links below to access two sample QDIA notices that can be used to satisfy both the initial and annual notice requirements. Each employer should select the sample that best describes the QDIA arrangement to be used under the plan.
https://qplans.com/qp-marketing/09-2018/faqs-required-notices/
The notice also must describe the QDIA, including the investment objectives, risk and return characteristics, and any fees and expenses involved. And it must explain the employee’s right to transfer assets invested in the QDIA to other plan investment alternatives, as well as where to obtain information about other plan investments.
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.
http://retire.prudential.com/media/managed/bulletin-pnotice-0817.pdf
Compliance Bulletin Type of Notice Requirements Timing Recipients Contents Delivery methods QDIA (Qualified Default Investment Alternative) Notice Required for participant-directed defined contribution plans, including 403(b) plans, that intend to comply with the Department of Labor’s (DOL) safe harbor rules for default investments.File Size: 222KB
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