Communication and Disclosure to Participants

351 topics in this forum

1. Electronic Distribution of SPDs

   By PJ2009, April 20, 2009
   • 8 replies
   • 3.4k views
   • 
   • Peter Gulia
   • October 22, 2015

2. Comminications and Disclosure

   By Guest Karenm, January 31, 2008
   • 3 replies
   • 3.3k views
   • 
   • JanetM
   • February 1, 2008

3. EmployeeEase

   By Guest Peg H, October 6, 1998
   • 1 reply
   • 3.3k views
   • 
   • Guest
   • October 12, 1998

4. SPD Spanish Translation

   By Guest Martin, December 29, 1999
   • 3 replies
   • 3.2k views
   • 
   • Guest
   • January 11, 2000

5. Participant Statements & PPA Vestng Requirement

   By mschwechter, April 2, 2007
   • 1 reply
   • 3.2k views
   • 
   • J Simmons
   • April 2, 2007

6. Date on SPD - 120-day rule

   By Guest tellid, April 5, 2004
   • 0 replies
   • 3.2k views
   • 
   • Guest
   • April 5, 2004

7. 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, May 29, 2020   

   • defaul electronic disclosure
   • 14 replies
   • 3.2k views
   • 
   • Belgarath
   • June 3, 2020

8. Feedback on Provider Listing requirement of SPDs

   By Guest joebellis, January 16, 2002
   • 8 replies
   • 3.1k views
   • 
   • Guest
   • January 17, 2002

9. Electronic Distribution of Benefits Information

   By Guest Marie, August 3, 2009
   • 2 replies
   • 3.1k views
   • 
   • Guest
   • September 24, 2009

10. SPD's on a web sie

    By Guest cjohn, October 2, 1998
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • February 28, 1999

11. Copy of 5500

    By Just Me, March 28, 2011
    • 6 replies
    • 3.1k views
    • 
    • Guest
    • April 11, 2011

12. Summary Annual Report - electronically?

    By Guest Jennyb473, October 6, 2011
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • October 6, 2011

13. Quarterly Investment Management Fees - disclosure to participants

    By FundeK, July 14, 2004
    • 1 reply
    • 3k views
    • 
    • alanm
    • September 1, 2004

14. mapping notice & 404c protection

    By WCC, December 3, 2013
    • 2 replies
    • 3k views
    • 
    • Peter Gulia
    • December 7, 2013

15. Safe Harbor Match Contribution Notice

    By Guest swanson, December 1, 2003
    • 1 reply
    • 3k views
    • 
    • Guest
    • December 4, 2003

16. Special Tax Notice

    By PJ2009, September 21, 2009
    • 6 replies
    • 3k views
    • 
    • Everett Moreland
    • September 29, 2009

17. SPDs and HR Consulting Firms

    By Guest Kara Detwiller, April 23, 2001
    • 2 replies
    • 3k views
    • 
    • david rigby
    • May 7, 2001

18. Planet ERISA - Lost in space?

    By J2D2, November 19, 2004
    • 1 reply
    • 2.9k views
    • 
    • GBurns
    • November 19, 2004

19. notice required for change in investment options

    By Gudgergirl, March 12, 2009
    • 1 reply
    • 2.9k views
    • 
    • RCK
    • March 24, 2009

20. Detalied Investment Fund Listing in SPD?

    By namealreadyinuse, July 31, 2007
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • December 19, 2007

21. On-line enrollment solutions

    By Guest usseryl, May 2, 2003
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • April 29, 2005

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

    By Peter Gulia, October 22, 2019   

    • electronic disclosures
    • 15 replies
    • 2.9k views
    • 
    • Mike Preston
    • November 1, 2019

23. Investment Fact Sheets

    By Archimage, August 15, 2006
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 21, 2006

24. pension benefit calculator - other TPAs providing this service?

    By Guest lisbetf, August 13, 2002
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • December 2, 2003

25. right to defer distribution

    By AKconsult, July 12, 2007
    • 1 reply
    • 2.8k views
    • 
    • J Simmons
    • July 12, 2007

26. SPDs on a website

    By Guest dlagrone, December 21, 1998
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 28, 1999

27. Communicating Changes to Investment Options in a 404c Compliant Plan

    By Guest Kennedy, August 11, 1999
    • 3 replies
    • 2.8k views
    • 
    • Guest
    • August 11, 1999

28. Summary Annual Reports & Summary Plan Descriptions

    By Guest julie daniels, September 10, 1998
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 1999

29. sarbanes-Oxley Act

    By Guest lindamichals, January 6, 2003
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • January 16, 2003

30. HR-XML.org payroll spec

    By Demosthenes, October 30, 2002
    • 0 replies
    • 2.7k views
    • 
    • Demosthenes
    • October 30, 2002

31. Disclaimer language for SPD

    By Guest cranksmith, July 20, 1999
    • 1 reply
    • 2.7k views
    • 
    • Dave Baker
    • July 21, 1999

32. notice of post-mastectomy coverage

    By Guest Linda P, November 6, 1998
    • 9 replies
    • 2.7k views
    • 
    • Guest
    • January 7, 1999

33. When is using e-mail "integral" to a worker's job duties?

    By Peter Gulia, December 27, 2016   

    • notice; electronic
    • 15 replies
    • 2.7k views
    • 
    • GMK
    • December 29, 2016

34. Verbal Communication of Employer Match

    By jpdrews, December 29, 2016
    • 12 replies
    • 2.7k views
    • 
    • jpdrews
    • January 4, 2017

35. Plan Merger

    By KevinMc, August 21, 2013
    • 2 replies
    • 2.6k views
    • 
    • Kevin C
    • August 26, 2013

36. Employee Benefit Statements

    By Guest Louis Gray, June 16, 2002
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • September 5, 2002

37. Notice for filing Form 5300

    By Guest Erisanubee, January 27, 2009
    • 11 replies
    • 2.6k views
    • 
    • Guest
    • January 28, 2009

38. Any Experiences ?

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

39. BenefitsLink Syndication?

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

40. Implementing "401k Negative Enrollment"

    By Guest Mary Mullooly, May 1, 1999
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • May 1, 1999

41. Trying to locate old plan

    By dmwe, September 5, 2007
    • 4 replies
    • 2.6k views
    • 
    • dmwe
    • September 24, 2007

42. Form 8955-SSA Individual Statement

    By Guest Jennyb473, December 7, 2011
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 7, 2011

43. Profit Sharing going to IRA

    By Guest scottk, November 12, 2007
    • 4 replies
    • 2.6k views
    • 
    • Kimberly S
    • November 13, 2007

44. Domestic Partner

    By Guest talisa, September 19, 2001
    • 6 replies
    • 2.6k views
    • 
    • Sandra Pearce
    • October 2, 2001

45. Trustee Liability

    By Guest wwest, February 28, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • February 29, 2000

46. 404(c) disclosures

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

47. 404(a)-5 Disclosures

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

48. Off Calendar Year Plans

    By mlp0816, October 24, 2012
    • 5 replies
    • 2.5k views
    • 
    • ESOP Guy
    • October 24, 2012

49. SPD Changes

    By Guest cassynnc, July 22, 2009
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 5, 2009

50. Who gets the QDIA Notice?

    By BG5150, January 21, 2015
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • January 21, 2015