Jeff Herman, executive VP at Bridgeway led the session “Where is Your Fund Office on the Paperless Spectrum?” on Tuesday on October 3, 2023 at 10:45 AM, during the 2023 International Foundation of Employee Benefit Plans' 69th Annual Conference in Boston, Massachusetts.
Topics covered included:
- Information access, form submission, inbound and outbound communications and other core functionality needed
- Technologies and systems needed like secure web portals, electronic content management and vendor partner integrations
- Integrating electronic content management with your secure web portal, to manage things like documents and indexing
- The delivery of information to and from members, employers, and providers through secure web portals
- Partner integrations for enhanced functions like QR codes, document signatures, and remote notarization
- Learning what tech members need and the best practices for communicating and interacting with your member
He presented along with John Barlament, Shareholder at Reinhart Boerner Van Deuren s.c. who discussed the following legal and compliance considerations:
- Signature collection options members can use
- DOL Safe Harbor and IRS Rules
- Items that must be in the consent when dealing with work-related computer access
- Changes occurring with Secure Act 2.0
- Advice if you are using a TPA or going out to bid for a TPA
Go Green | Go Digital
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