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Hi, I am looking to get away from the heavy use of paper by retirement plans, is it possible to use e-signatures on forms for retirement plans. If we used a third party site for the certificates, and they went through the general verification what would be the downsides? (We would institute identity verification policies for each plan that would basically say as long as the infor matches whats on the form, and there is no recent changes we assume its you.) Also, could this be used for plan enrollment? Forms would still be available for anyone who requests it via paper, and distribution forms would always still be sent first via mail. Only electronic via requested (or if they login to the particpant portal)... I don't see any problems for loans, hardships or inservice withdrawals, since we can set it up to chain (email) to the administrator for approval before it comes back to us. Thanks all!
