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The DOL's New Proposed 'One Paper Statement' Rule Adds Complexity
Retirement Management Services Link to more items from this source
[Guidance Overview]
June 24, 2026

"The [DOL's] new proposed regulations significantly change how retirement plans may rely on the rule that allows only one paper participant statement per year. While the original rule seemed simple, the proposed regulation adds layers of conditions and documentation." [Article provides a side-by-side comparison of old and new requirements.]  MORE >>

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