Communication and Disclosure to Participants

351 topics in this forum

1. Using the Web for Recruiting---Help

   By Sheila K, June 8, 1999
   • 3 replies
   • 2.2k views
   • 
   • Dave Baker
   • July 4, 1999

2. Late 1099-R

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

3. Using the Internet for participant education

   By Alan Simpson, June 17, 1999
   • 3 replies
   • 2.2k views
   • 
   • Guest
   • July 3, 1999

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

   By Peter Gulia, September 8, 2024
   • 3 replies
   • 702 views
   • 
   • Peter Gulia
   • March 4

5. 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

6. Comminications and Disclosure

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

7. Internet based solutions for HR, Payroll and Benefits

   By Guest Melissa Rick, June 14, 2000
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • June 22, 2000

8. SPD Spanish Translation

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

9. IVR for smaller businesses

   By Guest ChuckLakeshore, April 27, 1999
   • 3 replies
   • 2.4k views
   • 
   • Guest
   • February 17, 2000

10. Employee Benefit Statements

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

11. Safe Harbor Notification to Terminated Participants with a balance ?

    By Francis, November 7, 2017
    • 3 replies
    • 5.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 8, 2017

12. Automatic Enrollment

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

13. Notice Required for VFCP

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

14. Office of Health Care Information

    By PhilB, May 9, 2002
    • 3 replies
    • 2k views
    • 
    • PhilB
    • May 10, 2002

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

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

16. electronic participant statements

    By Golgi, January 27, 2014
    • 3 replies
    • 1.8k views
    • 
    • BG5150
    • February 4, 2014

17. The old "wired at work" electronic disclosure

    By Belgarath, November 1, 2022
    • 3 replies
    • 1.8k views
    • 
    • Belgarath
    • November 1, 2022

18. 529 College Plan

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

19. QDIA notice and mapping

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

20. Would this satisfy 404a5?

    By Santo Gold, April 8, 2021
    • 2 replies
    • 934 views
    • 
    • Peter Gulia
    • April 8, 2021

21. question about quarterly statements

    By mariemonroe, October 4, 2012
    • 2 replies
    • 1.4k views
    • 
    • SheilaD
    • October 5, 2012

22. 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

23. Social Security benefits

    By Guest R. Daestrom, March 17, 2003
    • 2 replies
    • 3.6k views
    • 
    • MGB
    • March 19, 2003

24. coverting participant directed plan to trustee directed

    By Scuba 401, August 18, 2016
    • 2 replies
    • 1.3k views
    • 
    • My 2 cents
    • August 18, 2016

25. Summary Annual Reports

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

26. Safe Harbor Notice

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

27. How to administer an ESOP and complete the IRS 5500?

    By Jilliandiz, September 17, 2003
    • 2 replies
    • 5.4k views
    • 
    • Theresa Lynn
    • September 22, 2003

28. Need for Spanish Translator

    By Kirk Maldonado, August 9, 2000
    • 2 replies
    • 2.2k views
    • 
    • Lisa Hand
    • September 2, 2000

29. Blackout notice required while preparing VCP?

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

30. BenefitsLink Syndication?

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

31. IRS Regulations

    By Guest Christine, March 26, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • April 1, 1999

32. SPDs and HR Consulting Firms

    By Guest Kara Detwiller, April 23, 2001
    • 2 replies
    • 2.9k views
    • 
    • david rigby
    • May 7, 2001

33. Web sites for Participant enrollment

    By Guest lmc, August 25, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 1, 1999

34. the cost of educating plan participants

    By Guest slogan, April 6, 1999
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • April 22, 1999

35. 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

36. Cite re: obligation to provide account statements

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

37. Trustee Liability

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

38. Form 8955-SSA Individual Statement

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

39. Plan Merger

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

40. Providing Personalized on-line investment advice for 401(k) participan

    By Guest Kennedy, May 24, 2000
    • 2 replies
    • 1.7k views
    • 
    • Greg Judd
    • May 31, 2000

41. Internet Access to PPO Paid Claims Data

    By Guest paulsbradley, September 12, 2000
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • December 9, 2003

42. Summary Annual Report due date?

    By Peter Gulia, April 29, 2015
    • 2 replies
    • 5.9k views
    • 
    • Peter Gulia
    • April 29, 2015

43. Participant Disclosure under PPA

    By msmith, April 27, 2007
    • 2 replies
    • 3.5k views
    • 
    • J Simmons
    • May 9, 2007

44. financial education presentations and time-value money

    By Theresa Lynn, August 15, 2001
    • 2 replies
    • 2.2k views
    • 
    • Guest
    • August 20, 2001

45. Participant damages for overdistribution from retirement plan

    By Guest carolyny, January 26, 2002
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 29, 2002

46. Ex-Participant Request

    By Guest Mr. Minor, September 24, 2012
    • 2 replies
    • 1.4k views
    • 
    • Guest
    • September 24, 2012

47. Web-based employee benefits enrollment/changes

    By Guest Candy V, February 3, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 14, 2001

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

    By RatherBeGolfing, July 26, 2021
    • 2 replies
    • 896 views
    • 
    • RatherBeGolfing
    • September 13, 2021

49. SARs

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

50. Total Compensation Statements

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