Consent to Receive Employee Benefit Plan Disclosures Electronically

Regulations at 29 CFR 2520.104b-1 and 2520.107-1 govern the use of electronic technologies to satisfy information disclosure and recordkeeping requirements under Title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA). Generally, consent is required to be obtained prior to providing disclosures electronically to participants and beneficiaries at a location other than the workplace.

The latest form for Consent to Receive Employee Benefit Plan Disclosures Electronically expires 2023-08-31 and can be found here.