Benchmark: Paper Statement Requirements and Electronic Disclosure Amendments for ERISA Plans

Take this benchmark to assess how much you would benefit from taking the course on Proposed Amendments to Electronic Disclosure Safe Harbor Regulations (29 CFR).

This short diagnostic helps you gauge your readiness to navigate the DOL’s evolving electronic disclosure framework, spot potential risk and equity gaps, and decide where to focus during the course.

• Clarify the “why” behind the proposal: Understand the policy intent (access, clarity, efficiency) driving updates to the 2002 and 2020 safe harbors.
• See operational impacts early: Identify where notice‑and‑access can fail (deliverability, links, readability) and what to fix first.
• Balance trade‑offs: Weigh efficiency vs. participant protections, digital reach vs. equity, and flexibility vs. compliance.
• Plan practical next steps: Prioritize vendor SLAs, fallback processes, and participant choice mechanisms (opt‑out/opt‑in) before go‑live.
• Engage effectively: Learn how to turn real‑world barriers into high‑value public comments that can shape the final rule.

Your results won’t grade legal knowledge; they reveal where the course can deliver the most value—reducing compliance risk, improving participant access and understanding, and strengthening your implementation plan.