Communication and Disclosure to Participants

351 topics in this forum

1. "Deconstructed" SPD Info on Company Website / Intranet

   By 401 Chaos, June 29, 2010
   • 14 replies
   • 5.4k views
   • 
   • IRA
   • June 23, 2011

2. 1099R

   By Guest btbucks, June 11, 2010
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • June 14, 2010

3. 204(h)

   By Guest TuckerB, February 2, 2009
   • 1 reply
   • 1.6k views
   • 
   • J Simmons
   • February 2, 2009

4. 404(a)-5 Disclosures

   By msmith, August 9, 2013
   • 3 replies
   • 2.5k views
   • 
   • Below Ground
   • October 14, 2013

5. 404(c) compliance: duties to non-english speaking participants?

   By EGB, May 21, 2001
   • 1 reply
   • 2.5k views
   • 
   • Guest
   • May 31, 2001

6. 404(c) disclosures

   By Belgarath, November 1, 2016
   • 3 replies
   • 2.5k views
   • 
   • John Feldt ERPA CPC QPA
   • November 3, 2016

7. 404(c) now that 404a regs are in place

   By Belgarath, May 20, 2013
   • 0 replies
   • 4.8k views
   • 
   • Belgarath
   • May 20, 2013

8. 404a-5 disclosure, for past-performance information which date?

   By Peter Gulia, October 14, 2016   

   • 404a-5
   • 2 replies
   • 1.5k views
   • 
   • Peter Gulia
   • October 14, 2016

9. 408b-2 Disclosures and the fiduciary rule

   By RatherBeGolfing, June 16, 2017
   • 14 replies
   • 1.8k views
   • 
   • Belgarath
   • October 12, 2017

10. 529 College Plan

    By Guest KevinP, April 3, 2002
    • 3 replies
    • 2.1k views
    • 
    • Guest
    • April 19, 2002

11. 529 Plan query

    By Guest eli, March 12, 2002
    • 1 reply
    • 2k views
    • 
    • Appleby
    • March 12, 2002

12. 5500's on the Web!

    By david rigby, December 10, 1999
    • 4 replies
    • 2.2k views
    • 
    • Lisa Hand
    • April 6, 2000

13. 8955-SSA Individual Notice Requirement

    By ERISA-Bubs, January 5, 2012
    • 0 replies
    • 1.6k views
    • 
    • ERISA-Bubs
    • January 5, 2012

14. a cool new hr site To use

    By Guest Gehrett, October 19, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • October 19, 2001

15. a schools right to demand diagnosis on doctor slip

    By Guest josh462365, May 17, 2007
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 24, 2007

16. Adding New Funds; Eliminating Others

    By Guest Kennedy, September 20, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 20, 1999

17. Administration's financial education efforts

    By Theresa Lynn, September 28, 2004
    • 0 replies
    • 4.4k views
    • 
    • Theresa Lynn
    • September 28, 2004

18. Administrative Fees

    By Nassau, October 5, 2010
    • 1 reply
    • 1.8k views
    • 
    • Jim Chad
    • September 27, 2011

19. Affected participants for SMM

    By Guest Bud, July 19, 2005
    • 4 replies
    • 3.7k views
    • 
    • No Name
    • July 19, 2005

20. AFN Timing

    By tuni88, July 24, 2013
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • July 24, 2013

21. annual participant notices

    By DMcGovern, October 9, 2008
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • March 4, 2009

22. Any Experiences ?

    By Guest Bobhouth, December 20, 2004
    • 3 replies
    • 2.6k views
    • 
    • Ron Snyder
    • December 20, 2004

23. Any recommendations on ways to communicate a change in 401(k)recordkee

    By Guest Susan Middaugh, July 26, 1999
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • July 27, 1999

24. Any websites on Limited Liability Companies?

    By Christine Roberts, November 1, 1999
    • 1 reply
    • 1.9k views
    • 
    • Dave Baker
    • November 2, 1999

25. Anyone using Employease?

    By Guest Peg H, March 12, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 28, 1999

26. Anyone using HR Vantage?

    By Guest Dana Viox, March 31, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 13, 1999

27. Are there specific requirements for Term Vested Notice for DB Plan participants?

    By Guest gerry326, July 27, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 27, 2005

28. Association and member plan sponsors

    By Guest Brad, September 16, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • September 16, 1998

29. Automatic Enrollment

    By Guest Denise S. Prince, May 29, 2007
    • 3 replies
    • 3.4k views
    • 
    • Peter Gulia
    • May 30, 2007

30. Available documents for public inspection?

    By Guest jhengle, October 29, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 29, 1998

31. Benefits Administration forms

    By Theresa Lynn, March 9, 2005
    • 1 reply
    • 2k views
    • 
    • Guest
    • March 9, 2005

32. Benefits administration software

    By Guest jhg, October 19, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • October 19, 1998

33. Benefits Strategy Statement

    By Guest Lori Emery, October 19, 1999
    • 0 replies
    • 2.5k views
    • 
    • Guest
    • October 19, 1999

34. Benefits to Surviving Spouse

    By jpod, April 27, 2011
    • 7 replies
    • 2.3k views
    • 
    • Belgarath
    • April 29, 2011

35. BenefitsLink Syndication?

    By Guest macheide, June 6, 2003
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • June 6, 2003

36. Best HRIS for benefits?

    By Guest RJ, June 18, 1999
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • June 18, 1999

37. BICE Exemption

    By TCM72, August 15, 2017   

    • bice
    • dol rule
    • (and 1 more)

      Tagged with:

      • bice
      • dol rule
      • fiduciary rule
    • 4 replies
    • 1.1k views
    • 
    • TCM72
    • October 4, 2017

38. black out notice

    By Lori H, May 21, 2008
    • 14 replies
    • 3.8k views
    • 
    • Kimberly S
    • May 28, 2008

39. Black Out Notice

    By Monica Barnard, July 9, 2007
    • 1 reply
    • 2.4k views
    • 
    • JanetM
    • July 9, 2007

40. Blackout notice required while preparing VCP?

    By t.haley, March 6
    • 2 replies
    • 3.6k views
    • 
    • Artie M
    • March 7

41. Botched Notification of Investment Mapping

    By Christine Roberts, March 18, 2008
    • 1 reply
    • 1.9k views
    • 
    • Peter Gulia
    • March 19, 2008

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

    By Scott A. Davis, November 20, 2021
    • 3 replies
    • 964 views
    • 
    • Juan Kelly
    • November 30, 2021

43. Canadian Pension and Benefits Communication

    By Guest Joy Howse, March 18, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 18, 1999

44. Check writing services needed

    By Guest Jennifer Wilson, December 10, 1998
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • December 10, 1998

45. Choosing between DC or DB Plan

    By Guest IRISH79, January 25, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 25, 2007

46. Cite re: obligation to provide account statements

    By Christine Roberts, December 1, 1999
    • 2 replies
    • 2.1k views
    • 
    • KJohnson
    • December 3, 1999

47. Claims Procedure for Health & Welfare Plan SPDs

    By PJ2009, May 13, 2009
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 7, 2009

48. Claims Procedures for SPDs

    By PJ2009, April 22, 2009
    • 5 replies
    • 3.4k views
    • 
    • Everett Moreland
    • April 23, 2009

49. COBRA & Vision

    By Benefits 101, May 24, 2018   

    • vision cobra
    • 1 reply
    • 1.1k views
    • 
    • Madison71
    • May 24, 2018

50. College Savings Plan

    By Guest susique76, September 4, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 4, 2002