SAR via email?

[doombuggy]

Client just asked me if he can email this form to his participants. I am getting ready to leave for an appointment, but was on my way to check the instructions.

Would he be able to do this as long as they could respond that they read it (you kow, that option you can click in Office that requires that pesky box to pop up when you receive the email)?

I don't think they have any terminated participants, as the plan just started last year, but I would assume that he must mail those. In this electronic age where we even get notice of paystubs online, is this ok?

I do not know if they have a company intranet, now that I posted that comment about viewing the paystub from my other job online. I can view it on the company intranet, since I have direct deposit.

[BG5150]

The SAR can be sent electronically as long as it adheres the the DoL safe harbor conditions. Return-receipt of the e-mail is one.

The ERISA Outline Book has a little rundown. Chap 13A, Section IV Part G.3.

[doombuggy]

We have the 2007 and 2009 versions and I was able to find what you quoted above, thanks.

I have since found out that they have an intreanet, but will forward all info to him so he can decide how he wants to provide the SAR.

Thanks again!

[david rigby]

DOL reg. 2520.104b-1©.