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Communication and Disclosure to Participants

345 topics in this forum

  1. Required Notices for Unenrolled Participants

    By CDA TPA,
    • 0 replies
    • 89 views

  2. Incorrect SSA Potential Private Retirement Benefit Information Letters?

    By RayRay,
    • 6 replies
    • 492 views

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

    By Peter Gulia,
    • 5 replies
    • 417 views

  4. The old "wired at work" electronic disclosure

    By Belgarath,
    • 3 replies
    • 1.2k views

  5. Will updated SPD satisfy notice requirement for fee change

    By pensionreview,
    • 1 reply
    • 520 views

  6. 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
    • 212 views

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

    By cheersmate,   
    • 9 replies
    • 1.2k views

  8. No Surprise Billing Notice and "Publicly Available"

    By alexa,
    • 1 reply
    • 258 views

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

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

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

    By RatherBeGolfing,
    • 2 replies
    • 479 views

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

    By Peter Gulia,   
    • 6 replies
    • 656 views

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

    By Peter Gulia,   
    • 16 replies
    • 2k views

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

    By Peter Gulia,
    • 3 replies
    • 1k views

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

    By Peter Gulia,   
    • 9 replies
    • 1.2k views

  15. Should a summary plan description explain cybersecurity?

    By Peter Gulia,   
    • 17 replies
    • 1.2k views

  16. Would this satisfy 404a5?

    By Santo Gold,
    • 2 replies
    • 482 views

  17. Disclosure of Pension to Alternate Participant

    By Carl S.,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 5 replies
    • 527 views

  19. Participant Request to Review Plan Financial Documents

    By cwallace,
    • 5 replies
    • 1k views

  20. DOL eDisclosure regs

    By Belgarath,
    • 1 reply
    • 686 views

  21. Electronic Disclosure and Burden of Proof

    By tsrl01,   
    • 0 replies
    • 445 views

  22. Failure to distribute SAR

    By bevfair,
    • 1 reply
    • 617 views

  23. 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
    • 797 views

  24. New DOL Safe Harbor w/r/t Participant Communication 1 2

    By Belgarath,
    • 33 replies
    • 1.6k views

  25. RMD Notice

    By JOH,
    • 0 replies
    • 828 views
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