Tuesday, December 27, 2011

EBSA Reissues Interim Policy on Electronic Delivery of Required Disclosures


On December 8, 2011 EBSA released Technical Release 2011-03R as well as a News Release. Technical Release 2011-03R is identical to Technical Release 2011-03 except to clarify that:

  • continuous access websites are permissible if the plan administrator complies with the conditions in the technical release; and
  • Investment-related information under DOL regulation 2550.404a-5(d) of the participant-level fee disclosure regulation may be furnished as part of, or along with, a pension benefit statement, either electronically under the conditions in the technical release or in paper form.

To read more, download our latest ErisaALERT.

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