The New Electronic Disclosure Rule is Here!

ASPPA [American Society of Pension Professionals & Actuaries]

The US Department of Labor issued final rules in April 2020 to modernize and streamline communication from plan sponsors to participants using electronic options such as e-mail and the internet. This bold move is a major jump from the 2002 regulations as most people were just beginning the use of electronic means of communication.

This insightful webcast will explain the final rules (including how they differed from the 2019 proposal), how they mesh with the 2002 safe harbors, and how your plan sponsors can utilize the final rules to provide certain ERISA-required notices.  We will hear both from a legal perspective as well as a recordkeeping perspective on how to implement the US Department of Labor’s streamlined electronic methods of communication.

This webcast will help you understand the requirements needed to meet the safe-harbor and successful practices to communicate the retirement plans benefits to employees.

Learning Objectives:

• Understand what is allowed and what is not allowed under the final disclosure rule
• What changed from the proposed rule and the RFI
• Find out when the rule goes into effect

Speakers:

• Kelsey Mayo, J.D., Partner, Poyner Spruill LLP
• W. Frank Porter, APA, QKA, QPA, Empower Retirement

More Information, How to Register