Federal Register Title
This benchmark will help determine your readiness for: Federal Register Document titled Driving Efficiency in Farm Loan Delivery. Document Number: 2026-18164
Buy this Course
FR-26-2192-1
Paper Statement Requirements and Electronic Disclosure Amendments for ERISA Plans
$129.99
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.
NOTE: Unless otherwise indicated, all course purchases are for access to the course for a period of 1-year. At the end of the one year term, the course will be set to “inactive”.
Why This Course is Important
Without this course, you risk missing key compliance deadlines, failing to provide required paper statements, and falling behind on best practices for electronic and paper disclosures—potentially resulting in costly penalties and participant confusion.
Course Details
This is a self-paced eLearning course based on the Federal Register Document titled Requirement To Provide Paper Statements in Certain Cases-Amendments to Electronic Disclosure Safe Harbors.
Key regulatory references include:
- 29 CFR Part 2520 – Rules and Regulations for Reporting and Disclosure
- 29 CFR Part 2560 – Rules and Regulations for Administration and Enforcement
Course SKU
FR-26-1758-1