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Frequently Asked
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Department of
Labor Electronic
Communication &
Recordkeeping
Rules for Employee
Benefit Plans


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Fringe Facts Online

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Online ERISA Documenttrees Notification and Distribution Service




Benefit Software's Online ERISA Document Notification and Distribution Service is a fully outsourced solution designed to help employers comply with all Department of Labor rules for the electronic distribution of Summary Plan Descriptions (SPDs) and other ERISA documents. The service helps the employer avoid costly penalties and fines and will save them thousands of dollars by eliminating the high cost of printing and distributing their documents. This outsourced service includes a complete fulfillment service in those cases where employees request printed documents.

The online service meets each of the ERISA and Department of Labor requirements for electronic document distribution of SPDs, Pension Benefit Statements, and other required information.

The service includes:
  • obtaining authorizations from employees to receive electronic documents
  • notification to employees that the documents are available and how to obtain them online
  • confirmation from employees that they received the notification
  • distribution of printed documents or a CD-ROM with all documents when requested by employees
The Online ERISA Document Notification & Distribution Service provides an end-to-end solution for electronic and printed document distribution, delivery, and tracking. The service provides the following advantages, features and functions:
  • Greatly reduces the high cost of printing, storage, and distribution of ERISA and other documents such as SPDs, Pension Benefit Statements, HIPAA Privacy Notices, Summary of Material Modifications, etc.
  • Helps avoid costly penalties and fines for failure to comply with ERISA and Department of Labor (DoL) rules
  • Reduces the amount of time your personnel will spend keeping track of the required information needed to satisfy the DoL rules
  • SPDs and other documents are easily uploaded in Adobe® Acrobat® PDF format on a site fully hosted by BSI
  • Revisions to SPDs and other documents can be updated as often as needed
  • An automatic tracking feature monitors which documents have been viewed and includes the date and time the employee viewed the document
  • E-mail reminder messages are automatically sent as often as needed to remind employees (as well as their supervisors or managers) who have not acknowledged receipt of the notification
  • Undeliverable e-mail messages are forwarded to a specially designated mailbox; addresses are corrected and new messages are sent or notices are sent via U.S. Postal Service
  • Administrators can generate downloadable reports that detail the responses of each employee showing when they viewed the SPD or other documents
  • A CD-ROM is provided to the employer for permanent archival purposes. The CD contains a detailed report of employee actions and includes the dates they acknowledged receipt of the notifications, when they viewed the documents, and which documents, if any, they requested printed copies be sent to them.

Call 1-800-533-1388 today to find out if your organization qualifies for electronic ERISA forms distribution. There is no cost or obligation to have us prepare an analysis that will tell you if your organization qualifies and how much you can expect to save each year with our service.

» See News release "Benefit Software's Fringe Facts® Online Streamlines Electronic Delivery of Summary Plan Descriptions and Facilitates ERISA Compliance Using Automated Tracking" for further information on this service.

» For more information on ways to save money by automating the distribution of your ERISA documents, call 1-800-533-1388 or click here to request more information online.