Communication and Disclosure to Participants

351 topics in this forum

1. Participant directed and quarterly valued outlawed in real world?

   By Jim Chad, September 27, 2011
   • 8 replies
   • 2.2k views
   • 
   • Guest
   • March 28, 2012

2. 8955-SSA Individual Notice Requirement

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

3. Form 8955-SSA Individual Statement

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

4. QDIA notice and mapping

   By K2retire, November 9, 2011
   • 3 replies
   • 4.1k views
   • 
   • John Feldt ERPA CPC QPA
   • November 9, 2011

5. Education

   By Guest NancyR, November 7, 2011
   • 2 replies
   • 1.7k views
   • 
   • masteff
   • November 8, 2011

6. Failure to furnish SPD

   By Guest tm3333, October 20, 2011
   • 1 reply
   • 1.7k views
   • 
   • QDROphile
   • October 21, 2011

7. distiribution fee is the only fee to Participant

   By Jim Chad, September 24, 2011
   • 6 replies
   • 1.8k views
   • 
   • GMK
   • October 19, 2011

8. Participant account fee changes

   By John Feldt ERPA CPC QPA, May 27, 2011
   • 3 replies
   • 2.1k views
   • 
   • Kevin C
   • October 18, 2011

9. Safe Harbor Notice

   By Guest HRAnon, October 13, 2011
   • 2 replies
   • 1.7k views
   • 
   • GMK
   • October 14, 2011

10. Summary Annual Report - electronically?

    By Guest Jennyb473, October 6, 2011
    • 1 reply
    • 3k views
    • 
    • Guest
    • October 6, 2011

11. QDIA Notice Issues

    By EPCRSGuru, September 29, 2011
    • 2 replies
    • 2.5k views
    • 
    • EPCRSGuru
    • September 30, 2011

12. Administrative Fees

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

13. Notice regarding incorrect valuation date

    By holdco, August 25, 2011
    • 0 replies
    • 1.2k views
    • 
    • holdco
    • August 25, 2011

14. Notification to Vested Terminated Employee in DB Plan

    By tuni88, August 1, 2011
    • 1 reply
    • 2k views
    • 
    • david rigby
    • August 1, 2011

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

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

16. Benefits to Surviving Spouse

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

17. service provider disclosure

    By Guest cbclark, April 29, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2011

18. Total Compensation Statements

    By French, April 20, 2011
    • 2 replies
    • 1.4k views
    • 
    • French
    • April 25, 2011

19. Copy of 5500

    By Just Me, March 28, 2011
    • 6 replies
    • 3k views
    • 
    • Guest
    • April 11, 2011

20. Quarterly statements for partially self-directed accts

    By Guest ariebe, March 29, 2011
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • March 29, 2011

21. SARs

    By CJS07, October 27, 2010
    • 2 replies
    • 2.1k views
    • 
    • jpod
    • November 30, 2010

22. Summary Annual Report - combine?

    By Guest Dottie, October 21, 2010
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • October 21, 2010

23. Fees (administrative)

    By Nassau, October 5, 2010
    • 0 replies
    • 1.3k views
    • 
    • Nassau
    • October 5, 2010

24. Participant Statements.

    By Lori H, June 18, 2010
    • 6 replies
    • 3.5k views
    • 
    • IRA
    • September 7, 2010

25. ESOP Disclosure to Participants

    By Guest Murph, July 21, 2010
    • 1 reply
    • 1.7k views
    • 
    • GMK
    • July 21, 2010

26. Notice Required for VFCP

    By Guest PJTEN, February 16, 2010
    • 3 replies
    • 7.4k views
    • 
    • Guest
    • July 9, 2010

27. Prospectuses

    By Guest DCPMgr, June 22, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • June 22, 2010

28. 1099R

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

29. Question on Orphan Plan

    By Madison71, May 4, 2010
    • 0 replies
    • 1.5k views
    • 
    • Madison71
    • May 4, 2010

30. Notice of Right to Provide Actual Social Security Earnings

    By Guest newtobenefits, April 2, 2010
    • 1 reply
    • 1.5k views
    • 
    • Mike Preston
    • April 2, 2010

31. SIP documents

    By Guest phobarbenix, March 31, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2010

32. Special Tax Notice

    By MSN, September 30, 2009
    • 20 replies
    • 4.9k views
    • 
    • GMK
    • March 16, 2010

33. Safe Harbor Plan

    By KevinMc, January 25, 2010
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • February 5, 2010

34. Which phrase is best or preferred?

    By GMK, February 4, 2010
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • February 5, 2010

35. filing late under dfvcp and SAR's

    By Guest bruss, September 9, 2008
    • 6 replies
    • 4.3k views
    • 
    • Guest
    • December 24, 2009

36. Notice to Interest Parties - frozen plan - mass withdrawal

    By Guest Serafina, December 9, 2009
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 10, 2009

37. Notice to Interested Parties not sent timely

    By waid10, November 17, 2009
    • 7 replies
    • 4.5k views
    • 
    • Mike Preston
    • November 18, 2009

38. Late 1099-R

    By PJ2009, September 18, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • November 9, 2009

39. Participant in Profit Sharing Plan can't be located

    By KevinMc, October 21, 2009
    • 2 replies
    • 1.6k views
    • 
    • david rigby
    • October 21, 2009

40. Vesting Notice

    By waid10, October 13, 2009
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • October 14, 2009

41. SPD Changes

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

42. Special Tax Notice

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

43. Electronic Distribution of Benefits Information

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

44. Flexible Spending Account Termination

    By KevinMc, September 10, 2009
    • 1 reply
    • 2.1k views
    • 
    • J Simmons
    • September 14, 2009

45. Summary Annual Reports

    By PJ2009, September 10, 2009
    • 2 replies
    • 15.6k views
    • 
    • PJ2009
    • September 10, 2009

46. Failure to communicate existence of plan feature

    By lexi, July 16, 2007
    • 3 replies
    • 2.4k views
    • 
    • J Simmons
    • August 27, 2009

47. Fund Changes

    By Guest johnberube, July 1, 2009
    • 1 reply
    • 5.8k views
    • 
    • Guest
    • July 3, 2009

48. SPDs - ERISA Rights

    By PJ2009, May 27, 2009
    • 1 reply
    • 2.4k views
    • 
    • J Simmons
    • June 10, 2009

49. Group Life Insurance

    By PJ2009, June 5, 2009
    • 2 replies
    • 1.8k views
    • 
    • PJ2009
    • June 8, 2009

50. Claims Procedure for Health & Welfare Plan SPDs

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