In PLANSPONSOR’s Ask the Expert series, Groom attorneys Kimberly Boberg, Kelly Geloneck, Emily Gerard, and David Levine address whether retirement plan participants can request paper copies of documents that are otherwise delivered electronically.
The authors explain that participants have long had the right to request a paper copy of any document furnished electronically, including quarterly benefit statements, summary plan descriptions, and safe harbor notices. This right applies even when an employer qualifies for an exemption from the annual paper statement requirement.
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