Monday, November 25, 2019

DOL Proposes New Method for Electronic Delivery of Retirement Plan Disclosures


The U.S. Department of Labor (DOL) published a proposed rule in October that would allow plan administrators to make retirement plan disclosures available on a website.


If the proposal is adopted, plan administrators may continue to use the existing safe harbor for electronic delivery, or to furnish paper documents by hand-delivery or mail. 

The proposal would provide a new, optional method where plan administrators who satisfy specified conditions may furnish documents electronically, unless participants affirmatively opt out.

Speak with us at 630-775-8545 to learn more about this proposed rule and how it may affect your organization.

Source: Zywave, 2019. 

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