Monthly Luncheon: Electronic Delivery of ERISA's Participant Disclosures - Eric Leverson, Mass Mutual

  • 08 Oct 2020
  • 12:00 PM - 1:00 PM
  • Virtual Luncheon


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Electronic Delivery of ERISA’s Participant Disclosures

This session provides an overview of ERISA’s participant disclosure requirements and goes on to detail the requirements for acceptable methods of e-delivery*. After the session, attendees should be able to:

o Understand the DOL’s general requirements for participant disclosures in ERISA-governed retirement plans

o Distinguish between the DOL’s three safe harbor methods of e-delivery

o Evaluate the pros and cons of each method

Eric Leverson

Lead Regulatory Consultant | Sponsor Services          

Mass Mutual

Eric Leverson, MassMutual’s Lead Regulatory Consultant, has guided plan sponsors to action through conversations, seminars, written materials, webinars and podcasts for over 30 years. He is a recognized expert in retirement policy and regulatory analysis and is well-known for explaining complex legal requirements in easily understood terms.

Eric is the creator and primary presenter of MassMutual’s popular Fiduciary Training Program. Since 2014, the Program has helped thousands of retirement plan fiduciaries understand their responsibilities and take action to mitigate risk through improved plan governance.

Eric holds FINRA Series 6, 7, 24 and 63 registrations and is a registered principal of MML Distributors, LLC, a MassMutual subsidiary.

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event

Event Details


Thursday, October 8, 2020

12:00pm to 1:00pm




Western Pension & Benefits Council Phoenix Chapter

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