Safe Harbor Notice Delivery

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Notice Requirement for a Safe Harbor 401(k) or 401(m) Plan ...

    https://www.irs.gov/retirement-plans/notice-requirement-for-a-safe-harbor-401k-or-401m-plan
    General Rule: Generally, the safe harbor notice must be provided within a reasonable period before the beginning of the plan year. The timing requirement is deemed to be satisfied if the notice is provided at least 30 days (and not more than 90 days) before the beginning of each plan year.

Fact Sheet: Retirement Plans Electronic Disclosure Safe ...

    https://www.dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/fact-sheets/retirement-plans-electronic-disclosure-safe-harbor-rule
    The RFI solicits information, data, and ideas on additional measures (beyond the proposed electronic delivery safe harbor) the Department could take in the future to improve the effectiveness of ERISA disclosures, especially with respect to the design and content of ERISA disclosures.

DOL’s Proposed Notice and Access Electronic Disclosure ...

    https://www.morganlewis.com/pubs/dols-proposed-notice-and-access-electronic-disclosure-safe-harbor-an-analysis
    The proposed safe harbor also requires plan administrators to establish reasonable procedures to detect and track failed delivery of the notice of availability (e.g., a returned email) and, if the problem is not promptly cured, the intended recipient must be deemed to have opted out of electronic delivery.

DOL Modernizes Disclosure Rules in a Significant Expansion ...

    https://www.groom.com/resources/dol-modernizes-disclosure-rules-in-a-significant-expansion-of-electronic-delivery/
    Oct 28, 2019 · The new safe harbor relies on a “notice and access” approach. In this regard, the Proposed Rule provides a pathway for plan administrators to satisfy their document and notice delivery obligations by posting required disclosures on a website while also delivering an electronic notice …

Sample Notices (EACA, QACA, QDIA, Safe Harbor) Voya For ...

    https://foremployers.voya.com/content/sample-notices-eaca-qaca-qdia-safe-harbor
    Annual Notice - Generally, the combined annual notice requirement is satisfied if the annual notice is provided at least 30 days but not more than 90 days before each plan year. This notice must be distributed to all employees covered by the EACA or QDIA arrangements.

U.S. Department of Labor Proposes New Electronic ...

    https://www.dol.gov/newsroom/releases/ebsa/ebsa20191022
    Reflecting modern internet technology, the proposal offers a safe harbor for employers who want to make retirement plan disclosures accessible on a website, rather than sending volumes of paper documents through the mail. Plan participants would be notified that information is available online, including instructions for how to access the disclosures and their right to receive paper copies of …

A GUIDE TO ELECTRONIC DELIVERY OF PARTICIPANT …

    http://kbpensionservices.com/files/9513/7347/0030/A_Guide_to_Electronic_Delivery_of_Participant_Disclosure_Materials.pdf
    steps required in the Safe Harbor, a notice or other electronic means will be considered to have been delivered, as if the information was sent by first class mail. Plan administrators may rely on the Electronic Disclosure Safe Harbor for delivering plan information that is required to be delivered to participants.File Size: 81KB

Required Employee Notices for 401(k) Plans - RMS

    http://www.consultrms.com/Resources/35/Notices/57/Required-Employee-Notices-for-401(k)-Plans
    Apr 10, 2014 · Required Employee Notices for 401(k) Plans; ... A retirement plan that offers a Safe Harbor contribution is required to distribute a Safe Harbor Notice to all eligible participants 30-90 days prior to the start of each plan year. Newly eligible participants should receive the notice no more than 90 days before becoming eligible.

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