Forms and Notices for Participants

[Pammie57]

I had a client send me the following message:   I am just wondering what the general rule is/consensus on how they have to get the information to participants. 

 

"Has there been any changes to 401K regulations that would allow us to upload our 401K documents (attached) to our eSELFSERVE site for access instead of providing hard copies?

• Summary Plan Descriptions
• QDIA Notice
• Enrollment Form

eSELFSERVE is accessible on mobile phones.

We use for all our benefits (medical, etc).

In the past we were told that unless the associate had a work email, we should print (27 pages +).  Please advise"

 

Any help or cites would be great!  Thanks!

[Bill Presson]

Here's an article from yesterday with links to the new proposed rules and additional information from the DOL.

DOL Proposed Electronic Disclosure Rules

[Pammie57]

Thank you.