Stay ahead of compliance with the Department of Labor’s latest proposal to revise electronic disclosure safe harbors under ERISA, as required by SECURE 2.0. This course details the proposed amendments affecting when and how retirement plans must provide paper benefit statements, as well as new conditions for electronic delivery. Get clear guidance on anticipated regulatory changes, practical impacts for plan administrators, and how to effectively prepare for implementation. Ensure your organization is ready for the next evolution in employee benefit plan communications.
In this course you will learn the following:
* Explain the purpose and goals of the proposed amendments.
* Identify key changes to the 2002 and 2020 Electronic Disclosure Safe Harbor Regulations.
* Understand the process for submitting public comments and participating in rulemaking.
* Recognize the potential impacts, costs, and benefits of the proposed rule.
* Appreciate the provisional status of the rule and the importance of stakeholder input.
