Documents Eligible for Electronic Delivery

Under the final rule, documents that may be provided electronically include:

• Annual disclosure notices such as safe harbor, Qualified Default Investment Alternative (QDIA), Fee Disclosures, and automatic enrollment.
• Summary Plan Descriptions (SPDs)
• Summaries of Material Modifications (SMMs)
• Summary Annual Reports (SARs)
• Notice of blackout period for participant investment direction
• Notices relating to Qualified Domestic Relations Orders (QDROs) Individual benefit statements required by the Pension Protection Act

IMPORTANT: The rules do not apply to any document that must be furnished only if it is requested.