P2017-ND-146

On March 10, 2017, the Organization was notified by its Group Retirement Services department of a human error which resulted in tax receipts and/or termination disclosure packages being mailed to the incorrect recipients. The incident occurred on February 17, 2017, and was the result of an error made while manually copying data from an Excel file provided by a client into the Organization?s internal processing systems. The Organization was made aware of the error when a member who received the wrong tax receipt contacted it.