Communication and Disclosure to Participants

351 topics in this forum

1. Employee Benefits Surveys

   By Guest AHausmann, March 16, 2002
   • 2 replies
   • 2.4k views
   • 
   • Guest
   • April 16, 2002

2. Employee Communication - source for clarification of legislative requirements

   By Guest keep it simple, December 30, 2003
   • 3 replies
   • 3.7k views
   • 
   • Guest
   • February 15, 2004

3. Employee Education - Income Taxation

   By Guest JD Colville, March 10, 2000
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • March 10, 2000

4. Employee stock option education and analysis software - sales informat

   By Guest Kevin Weatherly, May 11, 1999
   • 0 replies
   • 2k views
   • 
   • Guest
   • May 11, 1999

5. EmployeeEase

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

6. Enron / KMart communications - anyone seen a payroll stuffer that....

   By Erik Read, January 31, 2002
   • 2 replies
   • 2.5k views
   • 
   • Erik Read
   • February 4, 2002

7. ESOP Disclosure to Participants

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

8. Establishing a 529 Business

   By Guest AHayhow, April 25, 2002
   • 4 replies
   • 6.6k views
   • 
   • four01kman
   • March 31, 2003

9. Ex-Participant Request

   By Guest Mr. Minor, September 24, 2012
   • 2 replies
   • 1.5k views
   • 
   • Guest
   • September 24, 2012

10. Failure to communicate existence of plan feature

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

11. Failure to distribute SAR

    By bevfair, June 8, 2020
    • 1 reply
    • 1.1k views
    • 
    • Jeff Hartmann
    • June 9, 2020

12. Failure to furnish SPD

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

13. Family Status Change Forms

    By Guest Anne V, September 26, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • November 6, 1998

14. Fee Disclosure and Self Directed Broker Accounts

    By HarleyBabe, October 24, 2012
    • 1 reply
    • 1.8k views
    • 
    • Bird
    • October 24, 2012

15. Fee Disclosure Vendors

    By EPCRSGuru, July 29, 2015
    • 0 replies
    • 1.2k views
    • 
    • EPCRSGuru
    • July 29, 2015

16. Fee Dislcosure -- Incorrect Administrative Expense Reflected

    By Princess(k), September 27, 2018
    • 1 reply
    • 2k views
    • 
    • QP_Guy
    • September 28, 2018

17. Feedback on downloading daily trades

    By Guest Cas, October 30, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • October 30, 1998

18. Feedback on Provider Listing requirement of SPDs

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

19. Fees (administrative)

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

20. filing late under dfvcp and SAR's

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

21. Financial Education

    By Guest Lilly, July 28, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 20, 1999

22. financial education presentations and time-value money

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

23. Finder's Fee--Reportable in Disclosures?

    By jkharvey, August 15, 2013   

    • unrelated to the Plan
    • 1 reply
    • 1.4k views
    • 
    • Bird
    • August 19, 2013

24. Flexible Spending Account Termination

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

25. Flexible Work Options

    By Guest norene, June 9, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • July 9, 1999

26. FMLA & Workers Comp

    By Guest taylorj, December 11, 1998
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • December 13, 1998

27. FMLA Sample Policy

    By Dawn Hafner, January 21, 1999
    • 0 replies
    • 2.3k views
    • 
    • Dawn Hafner
    • January 21, 1999

28. Forced Transfers

    By ewatson12, December 29, 2015
    • 7 replies
    • 2.2k views
    • 
    • NHunter
    • December 29, 2015

29. Form 8955-SSA Individual Statement

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

30. FREE benefits benchmarking study opportunity

    By Guest Greg Melia, June 12, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 12, 2001

31. Fully insured retiree health veba spd

    By jockey12, September 16, 2015
    • 1 reply
    • 1.5k views
    • 
    • GBurns
    • September 20, 2015

32. Fund Change Notice and Related Fee Disclosures

    By 401 Chaos, August 28, 2012
    • 5 replies
    • 15.5k views
    • 
    • John Feldt ERPA CPC QPA
    • October 1, 2015

33. Fund Changes

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

34. Funds accidently omitted from fee disclosure

    By BKVB, May 27, 2015   

    • Fee disclosure
    • 0 replies
    • 1.4k views
    • 
    • BKVB
    • May 27, 2015

35. FYI: 401k education/information Website

    By Guest Chuck Miller, April 14, 1999
    • 0 replies
    • 2k views
    • 
    • Guest
    • April 14, 1999

36. Government entity and compliance

    By Guest Jenna Hess, May 6, 2009
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 6, 2009

37. Gramm-Leach-Bliley Act and TPAs?

    By Guest SteveConley, May 4, 2009
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • May 4, 2009

38. Group Life Insurance

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

39. Happy anniversary Dave

    By david rigby, July 27, 2005
    • 10 replies
    • 7.8k views
    • 
    • Belgarath
    • April 30, 2007

40. Health Benefit Administrative Costs

    By Guest jackhill, May 31, 2000
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • May 31, 2000

41. Health Benefits Communications

    By Guest jackhill, May 30, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 30, 2000

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

    By Jilliandiz, September 17, 2003
    • 2 replies
    • 5.5k views
    • 
    • Theresa Lynn
    • September 22, 2003

43. HR-XML.org payroll spec

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

44. HRM Forum

    By Guest Travis Glass, January 18, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2000

45. 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

46. Implementing "401k Negative Enrollment"

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

47. Implementing Online Investment Advice for 401(k) Plan Participants; Co

    By Guest Kennedy, May 24, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2000

48. Incorrect Information on SSA Letter "Potential Private Retirement Benefit Information"

    By Casey Larkin, August 19, 2024
    • 3 replies
    • 2.2k views
    • 
    • CuseFan
    • August 22, 2024

49. Incorrect SSA Potential Private Retirement Benefit Information Letters?

    By RayRay, June 8, 2023
    • 6 replies
    • 1.9k views
    • 
    • ESOP Guy
    • June 9, 2023

50. Information on Company Plans

    By Guest RW, January 3, 2002
    • 3 replies
    • 2.1k views
    • 
    • Theresa Lynn
    • January 8, 2002