Rai401k Posted February 12, 2014 Share Posted February 12, 2014 Background: Daily valued plans, participants statements include all required language as well as fee information and vesting. Quarterly ones are sent electronically but annual participant statements are sent on paper. Is this the norm? We should know the answer by now..... but our understanding is the only way for us to be able to do the quarterly ones electronically is to at least send the annual ones on paper...just wanted to see what ever one else has been doing. Link to comment Share on other sites More sharing options...
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