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Plan Document deleivery via electonic media


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Posted

Question:

We are contemplating beginning delivering Prototype Adoption Agreements, Plan and Trust Documents, and related SPD's to Plan Sponsors via CD Rom, as opposed to hard copy. Please provide input on any pitfalls I should be considering. Thanks.

Posted

These may be silly issues to raise, but just in case...

Make sure the CD-ROM is write-protected so that no edits can be made. Also consider the possibility that a customer may block/copy the contents elsewhere and make modifications without you knowing and being able to prove that they no longer adopted the approved plan. You also are subject to electronic failures and compatability with the customer's pc specs.

Theresa Lynn

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