Communication and Disclosure to Participants

351 topics in this forum

1. Administration's financial education efforts

   By Theresa Lynn, September 28, 2004
   • 0 replies
   • 4.4k views
   • 
   • Theresa Lynn
   • September 28, 2004

2. Quarterly Investment Management Fees - disclosure to participants

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

3. Date on SPD - 120-day rule

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

4. Employee Communication - source for clarification of legislative requirements

   By Guest keep it simple, December 30, 2003
   • 3 replies
   • 3.6k views
   • 
   • Guest
   • February 15, 2004

5. Internet Access to PPO Paid Claims Data

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

6. Looking for companies who have put their SPDs on an Intranet

   By Guest tmrichardson, November 5, 1999
   • 5 replies
   • 5.2k views
   • 
   • Guest
   • December 9, 2003

7. Safe Harbor Match Contribution Notice

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

8. IRS Code Section 6057(e)

   By Guest bgrazetti, December 3, 2003
   • 2 replies
   • 4.9k views
   • 
   • Harwood
   • December 3, 2003

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

   By Guest lisbetf, August 13, 2002
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • December 2, 2003

10. 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

11. Who gets a copy of the SPD?

    By Guest ElKH, August 5, 2003
    • 6 replies
    • 6.9k views
    • 
    • E as in ERISA
    • August 6, 2003

12. SPD incorporated into Plan Document

    By jstorch, July 16, 2003
    • 14 replies
    • 3.8k views
    • 
    • jstorch
    • July 28, 2003

13. Consent to use of data on web

    By Guest Ray Williams, June 26, 2003
    • 1 reply
    • 1.8k views
    • 
    • GBurns
    • June 27, 2003

14. Plan Document Software

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

15. SPD

    By Guest cease, June 12, 2003
    • 1 reply
    • 2k views
    • 
    • david rigby
    • June 12, 2003

16. Statistics for Employee Benefits Actuaries

    By david rigby, June 12, 2003
    • 1 reply
    • 1.7k views
    • 
    • MGB
    • June 12, 2003

17. BenefitsLink Syndication?

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

18. Establishing a 529 Business

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

19. Social Security benefits

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

20. SPD distribution

    By Scuba 401, February 19, 2003
    • 1 reply
    • 5k views
    • 
    • Guest
    • February 19, 2003

21. sarbanes-Oxley Act

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

22. Vested Rights Letter Requirements

    By Guest Lauren Plenner, November 11, 2002
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • November 12, 2002

23. HR-XML.org payroll spec

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

24. Participant security- identity theft

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

25. Employee Benefit Statements

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

26. College Savings Plan

    By Guest susique76, September 4, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 4, 2002

27. Targeted Education

    By Guest Lex, August 20, 2002
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 20, 2002

28. SPD Software

    By Guest Patrick Martino, August 23, 2001
    • 10 replies
    • 3.9k views
    • 
    • Guest
    • August 5, 2002

29. National network of Independent Benefit Advisory Firms launches

    By Guest uba, June 17, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • June 17, 2002

30. Office of Health Care Information

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

31. 529 College Plan

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

32. Employee Benefits Surveys

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

33. Multi-Employer Worker Benefit Plan Software Needed

    By Guest Terri Jackson, March 22, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 22, 2002

34. 529 Plan query

    By Guest eli, March 12, 2002
    • 1 reply
    • 2k views
    • 
    • Appleby
    • March 12, 2002

35. SMarT (Save More Tomorrow) Plan

    By Guest BBeezley, February 18, 2002
    • 2 replies
    • 2.2k views
    • 
    • Jon Chambers
    • February 20, 2002

36. 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

37. Participant damages for overdistribution from retirement plan

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

38. Diversification and Enron

    By Guest Ray Berry, January 21, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • January 21, 2002

39. Feedback on Provider Listing requirement of SPDs

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

40. Information on Company Plans

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

41. notice to participant requirements

    By Guest Ben S, December 12, 2001
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 12, 2001

42. a cool new hr site To use

    By Guest Gehrett, October 19, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • October 19, 2001

43. Participant right to transaction history?

    By John A, October 17, 2001
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • October 19, 2001

44. Domestic Partner

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

45. Suggested Language for SMM

    By Guest LFrankel, August 28, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • August 28, 2001

46. financial education presentations and time-value money

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

47. Sec 529 tuition plans

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

48. Please Take: EE Self-Service Survey

    By Guest Keri Stuart, July 23, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • July 23, 2001

49. Please Take: Employee Self-Service Survey

    By Guest Keri Stuart, July 23, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 23, 2001

50. Legal compliance for Web enrollment

    By Guest AliciaD, July 11, 2001
    • 2 replies
    • 2k views
    • 
    • Joe Priselac
    • July 12, 2001