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Recent Paper and Postmark Changes Present an Opportunity for Plan Administrators
Thompson Hine Link to more items from this source
[Guidance Overview]
Mar. 16, 2026

"[P]lan administrators [should] ... [1] Work with the recordkeeper to ensure participant populations are mapped by regulatory safe harbor used, ... to determine necessary operational changes and, as applicable, confirm that the recordkeeper is making those changes. [2] Ensure that paper statement templates are updated to include the mandatory e-delivery election instructions and plan contact information. [3] Confirm internal or external third-party mailing processes to ensure required disclosures are delivered timely.... [4] Determine whether other administrative processes are impacted by the USPS shift -- such as delivery of claims and appeals decisions, responses to requests for documents, and any other tasks or responses that are required to be provided by a certain date -- and implement, or ensure third parties implement, changes as necessary."  MORE >>

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