Electronic Distribution Of Erisa Disclosures

Improving Outcomes with Electronic Delivery of Retirement ...

2 Benefits of Electronic Delivery – Relying on paper communication is both inefficient and costly. Even the federal government has recognized in its defined contribution plan for federal employees that electronic delivery of plan information is the appropriate default.

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Should Employers Provide Employee Notices Electronically?

The requirements for sending documents electronically do not change any standards regarding who is entitled to a disclosure, the content of the disclosure or the timing of the disclosure.

Back to basics: Record retention - Kravitz, Inc.

It’s a well-known fact that the Employee Retirement Income Security Act of 1974 (ERISA) established specific reporting and disclosure obligations for qualified

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Summary Plan Descriptions - Benefit Management Solutions

Summary Plan Descriptions . All group health plans subject to the Employee Retirement Income Security Act (ERISA) are required to provide each participant with a Summary Plan Description

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General Securities Representative Qualification ...

Series 7 . 2 . PURPOSE OF THE EXAM The Series 7 exam is designed to assess the competency of entry-level General Securities Representatives. The Series 7 exam seeks to measure the degree to which each candidate possesses the knowledge, skills and abilities

Organization Status for Your Tax-Exempt

text nor listed in the Organization Reference Chart. Similarly, farmers' cooperative associations that qualify for exemption under section 521,