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Posted

Opt in for non-web usage - my client is interested in requiring all communication/activity for participants to be web based - for example participant would have to opt in to get paper statements - is there any DOL guidance on this?

Posted

Yes. See DOL reg 2520.104b-1©

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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