Golgi Posted January 27, 2014 Posted January 27, 2014 It is my understanding that the quarterly participant statement falls under both the IRS and DOL electronic disclosure requirements. Is there any way under either set of rules that a participant could NOT be allowed to request a paper copy in lieu of the electronic version?
Lou S. Posted January 27, 2014 Posted January 27, 2014 I am not aware of any rule that would allow the sponsor with betting away with not providing a hard copy if requested by the participant.
Guest benji Posted February 4, 2014 Posted February 4, 2014 I thought they could provide electronic if in the course of the participants job, they readily had access to the computer to consume their electronic statement. I think you can find the exact wording via the DOL EBSA website.
BG5150 Posted February 4, 2014 Posted February 4, 2014 They can, but you have to provide a paper copy if they ask for it. QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
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