Communication and Disclosure to Participants

351 topics in this forum

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

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

2. Plan Document Software

   By PhilB, June 6, 2003
   • 1 reply
   • 2.5k views
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   • Guest
   • June 20, 2003

3. PPA Notice for 403b plan?

   By jkharvey, April 25, 2007
   • 0 replies
   • 2.5k views
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   • jkharvey
   • April 25, 2007

4. 404(c) compliance: duties to non-english speaking participants?

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

5. Plan expenses

   By Guest Jon G., November 8, 2006
   • 0 replies
   • 2.5k views
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   • Guest
   • November 8, 2006

6. disclosure in enrollment materials

   By Guest cbclark, September 8, 2011
   • 6 replies
   • 2.5k views
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   • Guest
   • March 28, 2012

7. QDIA Notice Issues

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

8. Benefits Strategy Statement

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

9. trustee directed question and brokerage account question

   By Santo Gold, August 7, 2012
   • 8 replies
   • 2.4k views
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   • Guest
   • August 27, 2012

10. Long Term Disability and Termination

    By Guest Rod B, January 23, 2001
    • 0 replies
    • 2.4k views
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    • Guest
    • January 23, 2001

11. Failure to communicate existence of plan feature

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

12. What happens if a plan’s administrator does not wait 30 days before paying a distribution?

    By Peter Gulia, December 16, 2019   

    • 402(f)
    • 8 replies
    • 2.4k views
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    • Peter Gulia
    • December 17, 2019

13. Total Comp Statement

    By wsp, January 30, 2007
    • 0 replies
    • 2.4k views
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    • wsp
    • January 30, 2007

14. SPD Checklist

    By PJ2009, April 14, 2009
    • 2 replies
    • 2.4k views
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    • PJ2009
    • April 14, 2009

15. Late 1099-R

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

16. IVR for smaller businesses

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

17. SPDs - ERISA Rights

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

18. Internet based solutions for HR, Payroll and Benefits

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

19. Employee Benefits Surveys

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

20. Contacting "lost" plan participants

    By Guest MKM, January 8, 1999
    • 4 replies
    • 2.4k views
    • 
    • Dave Baker
    • January 21, 1999

21. Black Out Notice

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

22. Best HRIS for benefits?

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

23. annual participant notices

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

24. Summary Annual Reports

    By Guest Ron Fine, December 16, 1998
    • 1 reply
    • 2.4k views
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    • Guest
    • December 17, 1998

25. Benefits to Surviving Spouse

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

26. Participant security- identity theft

    By Guest Lex, August 17, 2002
    • 5 replies
    • 2.3k views
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    • Guest
    • October 3, 2002

27. Missing Participant

    By Guest TuckerB, February 12, 2009
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • February 19, 2009

28. QDIA Notice Requirements

    By Nassau, October 19, 2017
    • 3 replies
    • 2.3k views
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    • Gilmore
    • October 21, 2017

29. Student's Roth IRA included on college financial aid applications?

    By Guest dwight, December 12, 2000
    • 0 replies
    • 2.3k views
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    • Guest
    • December 12, 2000

30. Notice of automatic increase required?

    By Guest mac_qka, March 25, 2008
    • 1 reply
    • 2.3k views
    • 
    • WDIK
    • April 21, 2008

31. Sec 529 tuition plans

    By Moe Howard, August 14, 2001
    • 0 replies
    • 2.3k views
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    • Moe Howard
    • August 14, 2001

32. FMLA Sample Policy

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

33. Notice 2014-54

    By Jerry Erisa, November 17, 2014
    • 6 replies
    • 2.3k views
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    • mbozek
    • November 18, 2014

34. Participant Fee Disclosure

    By Nassau, July 6, 2016
    • 4 replies
    • 2.3k views
    • 
    • bluesi2004
    • July 9, 2016

35. Benefits administration software

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

36. Using the Internet for participant education

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

37. Who is doing electronic HR communication?

    By Guest Vicki Dungan, March 11, 1999
    • 1 reply
    • 2.2k views
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    • Guest
    • March 11, 1999

38. Software interfaces-payroll and insurance carriers

    By Guest TGilligan, November 23, 1998
    • 0 replies
    • 2.2k views
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    • Guest
    • November 23, 1998

39. Health Benefit Administrative Costs

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

40. Association and member plan sponsors

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

41. Anyone using HR Vantage?

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

42. financial education presentations and time-value money

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

43. 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

44. Anyone using Employease?

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

45. Available documents for public inspection?

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

46. 5500's on the Web!

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

47. Forced Transfers

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

48. Using the Web for Recruiting---Help

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

49. information on web_search engine

    By Guest kim, October 25, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 25, 1998

50. Web-Based Employee Benefits Management

    By Guest Doug Moore, April 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 8, 2001