Effective Notice Distribution

Balancing Electronic vs. Mail

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Today we would like to discuss the topic of effective notice distribution while balancing electronic vs mail delivery options.

For those distributing retirement plan notices, knowing the Department of Labor's rules for electronic delivery is crucial. These guidelines ensure the reliable delivery of notices. Before choosing electronic delivery, scrutinize these rules or consult an Airissa expert to prevent potential fines during a Department of Labor audit.

If USPS mail is your choice, prepare to confirm accurate census data. The Department of Labor requires proof that notices were sent to up to date and accurate addresses. Implement a system that ensures address verification, especially for former employees.

To navigate the challenges of both methods, consider a blend of personal email and first-class mail. Document your process to safeguard your plan in case of Department of Labor scrutiny.

For more information on how to keep your plan compliant, contact us today.

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