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Proposed DOL Rule Would Amend the Rules Related to Electronic and Paper Disclosures for Retirement Plans
Smith, Gambrell & Russell, LLP 
[Guidance Overview] Mar. 27, 2026 "[T]he proposed amendments would, for plan years beginning after December 31, 2025... [1] Require defined contribution plans to furnish at least one paper pension benefit statement to participants each calendar year ... [2] Require defined benefit plans to furnish at least one paper pension benefit statement to participants every three calendar years ... [3] Require paper pension benefit statements to explain how participants may affirmatively elect electronic delivery of future statements." MORE >> |
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