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Pentegra
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Retirement Plan Administration Consultant Blue Ridge Associates
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Managing Director - Operations, Benefits Daybright Financial
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Regional Vice President, Sales MAP Retirement USA LLC
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Retirement Relationship Manager MAP Retirement
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ESOP Administration Consultant Blue Ridge Associates
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BPAS
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Not 'Wired at Work'? New DOL E-Disclosure Rule Is Here to Help
E is for ERISA 
[Guidance Overview] Aug. 10, 2020 "Each plan sponsor will need to evaluate its plan participant sub-populations before choosing which e-disclosure safe harbor method or methods to use for retirement plan disclosures going forward.... [An] engineering firm whose entire population of active employees is wired at work may be content with the 2002 safe harbor e-disclosure method and may not want to switch to the 2020 safe harbor method, which would require an initial paper notice to all plan account holders notifying them of the new e-disclosure procedures. However, the same employer may want to switch to the 2020 safe harbor method for former employees who retain account balances, and for beneficiaries and alternate payees." |
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