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Communication and Disclosure to Participants

347 topics in this forum

  1. What past-performance benchmarks do 404a-5 disclosures use for target-date funds?

    By Peter Gulia,
    • 0 replies
    • 96 views

  2. Incorrect Information on SSA Letter "Potential Private Retirement Benefit Information"

    By Casey Larkin,
    • 3 replies
    • 704 views

  3. Required Notices for Unenrolled Participants

    By CDA TPA,
    • 1 reply
    • 473 views

  4. Incorrect SSA Potential Private Retirement Benefit Information Letters?

    By RayRay,
    • 6 replies
    • 1.1k views

  5. What is the penalty amount to show in an ERISA-rights notice?

    By Peter Gulia,
    • 5 replies
    • 611 views

  6. The old "wired at work" electronic disclosure

    By Belgarath,
    • 3 replies
    • 1.4k views

  7. Will updated SPD satisfy notice requirement for fee change

    By pensionreview,
    • 1 reply
    • 608 views

  8. Court rulings regarding failure to disclose the value of each investment to which assets in the participant's account have been allocated

    By Christopher Wilson,
    • 1 reply
    • 300 views

  9. Is Plan Admininstrator Required to provide Copy of Plan Document upon request?

    By cheersmate,   
    • 9 replies
    • 1.4k views

  10. No Surprise Billing Notice and "Publicly Available"

    By alexa,
    • 1 reply
    • 354 views

  11. Broker Compensation Disclosure - Covered Plans? Voluntary Critcal Illness, Vol. Cancer, Vol. Hospital Indemnity

    By Scott A. Davis,
    • 3 replies
    • 578 views

  12. DOL Issues Temporary Implementing FAQs on Pension Benefit Statements – Lifetime Income Illustrations Interim Final Rule

    By RatherBeGolfing,
    • 2 replies
    • 571 views

  13. Will a recordkeeper deliver its customer’s 404a-5 notice?

    By Peter Gulia,   
    • 6 replies
    • 788 views

  14. If one has the participant’s e-mail address, why not just attach the document to be furnished?

    By Peter Gulia,   
    • 16 replies
    • 2.2k views

  15. Is the penalty $110 or $112 a day?

    By Peter Gulia,
    • 3 replies
    • 1.1k views

  16. Do you in an SPD or SMM describe a provision that expired?

    By Peter Gulia,   
    • 9 replies
    • 1.4k views

  17. Should a summary plan description explain cybersecurity?

    By Peter Gulia,   
    • 17 replies
    • 1.5k views

  18. Would this satisfy 404a5?

    By Santo Gold,
    • 2 replies
    • 595 views

  19. Disclosure of Pension to Alternate Participant

    By Carl S.,
    • 5 replies
    • 1.3k views

  20. Is there a fiduciary responsibility to educate participants about cybersecurity?

    By Peter Gulia,
    • 5 replies
    • 756 views

  21. Participant Request to Review Plan Financial Documents

    By cwallace,
    • 5 replies
    • 1.2k views

  22. DOL eDisclosure regs

    By Belgarath,
    • 1 reply
    • 775 views

  23. Electronic Disclosure and Burden of Proof

    By tsrl01,   
    • 0 replies
    • 536 views

  24. Failure to distribute SAR

    By bevfair,
    • 1 reply
    • 754 views

  25. Should an employer assign an email address for every employee (even those who won’t use it in one’s daily work)?

    By Peter Gulia,   
    • 14 replies
    • 1.6k views
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