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Electronic Notices: Giving Disclosures in a Modern World [2018]

FIS Relius Education

Nov. 15, 2018
Recorded Online
Webcast

The IRS and DOL haven’t made life easy on us. The number of notices we have to deliver constantly increases, but the delivery options haven’t changed with the times. The IRS has two systems for electronic disclosures. The DOL has at least three, and sometimes borrows from the IRS rules. Congress wants changes; some constituencies do not. Confusion reigns regarding how and when can you use electronic disclosure for:

  • Annual fee disclosure,
  • Quarterly fee disclosure,
  • Participant benefit statements,
  • Safe harbor notices,
  • QDIA notices
  • SAR distribution
  • SMM and SPD distribution
  • Distribution notices, and
  • QJSA forms

This seminar helps make sense of the rules. Learn when prior consent is needed and when a web site will do, when you can charge for paper copies, and what rules apply in each situation.

Objectives:

  • Apply the DOL notice rules in different situations
  • Apply the IRS notice rules in different situations
  • Determine when a DOL notice can be provided under IRS rules
  • Apply the special DOL rules for participant fee disclosure

Speaker: David Schultz, J.D.

More Information, How to Register

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