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DOL Releases Proposed Rule on SECURE 2.0 Requirement to Provide Paper Benefit Statements to Retirement Plan Participants
Milliman 
[Guidance Overview] Mar. 5, 2026 "The proposal includes what the DOL terms as 'narrow' amendments to ERISA's two separate electronic disclosure safe harbors to implement the paper benefit statement requirement under [SECURE 2.0]. The proposed rule would apply to defined contribution (DC) and defined benefit (DB) plans that are subject to ERISA. Comments on the proposed rule are due by April 27, 2026[.]" MORE >> |
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