Communication and Disclosure to Participants

351 topics in this forum

1. On-line enrollment solutions

   By Guest usseryl, May 2, 2003
   • 1 reply
   • 2.9k views
   • 
   • Guest
   • April 29, 2005

2. On-line enrollments, other interactions

   By Guest LydiaLerner, November 18, 1998
   • 0 replies
   • 2.1k views
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   • Guest
   • November 18, 1998

3. Outsourcing or outside software packages

   By Guest FRAN, March 2, 1999
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • March 2, 1999

4. paper participant statements

   By Rai401k, February 12, 2014
   • 0 replies
   • 1.4k views
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   • Rai401k
   • February 12, 2014

5. Participant account fee changes

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

6. Participant Account Statement at Termination of Employment

   By waid10, July 18, 2013
   • 7 replies
   • 2.2k views
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   • Guest
   • July 22, 2013

7. Participant Accounts and Transactions on the Web

   By Guest halka, February 10, 1999
   • 0 replies
   • 2k views
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   • Guest
   • February 10, 1999

8. Participant Black-out Period

   By Guest, August 19, 1999
   • 1 reply
   • 1.8k views
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   • MoJo
   • August 20, 1999

9. Participant damages for overdistribution from retirement plan

   By Guest carolyny, January 26, 2002
   • 2 replies
   • 1.9k views
   • 
   • Guest
   • January 29, 2002

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

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

11. Participant Disclosure under PPA

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

12. Participant disclosures

    By thepensionmaven, October 28, 2013
    • 3 replies
    • 3.5k views
    • 
    • BG5150
    • October 28, 2013

13. Participant Fee Disclosure

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

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

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

15. Participant Request to Review Plan Financial Documents

    By cwallace, October 22, 2020
    • 5 replies
    • 1.6k views
    • 
    • Patricia Neal Jensen
    • October 23, 2020

16. Participant right to transaction history?

    By John A, October 17, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • October 19, 2001

17. Participant security- identity theft

    By Guest Lex, August 17, 2002
    • 5 replies
    • 2.4k views
    • 
    • Guest
    • October 3, 2002

18. Participant Statements & PPA Vestng Requirement

    By mschwechter, April 2, 2007
    • 1 reply
    • 3.2k views
    • 
    • J Simmons
    • April 2, 2007

19. Participant Statements.

    By Lori H, June 18, 2010
    • 6 replies
    • 3.6k views
    • 
    • IRA
    • September 7, 2010

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

    By Guest lisbetf, August 13, 2002
    • 4 replies
    • 2.9k views
    • 
    • Guest
    • December 2, 2003

21. Period Notice

    By Guest Golden Girl, May 26, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • June 6, 2009

22. Permitted Disparity

    By Guest jetfaninmn, May 7, 2007
    • 1 reply
    • 4.4k views
    • 
    • John Feldt ERPA CPC QPA
    • May 7, 2007

23. Plan Document Software

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

24. Plan expenses

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

25. Plan Merger

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

26. Planet ERISA - Lost in space?

    By J2D2, November 19, 2004
    • 1 reply
    • 2.9k views
    • 
    • GBurns
    • November 19, 2004

27. Please Take: EE Self-Service Survey

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

28. Please Take: Employee Self-Service Survey

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

29. Posting information on workplace bulletin board

    By Guest Tammy2006, January 14, 2006
    • 7 replies
    • 5.5k views
    • 
    • Effen
    • January 17, 2006

30. PPA Diversification Notice

    By Randy Watson, November 14, 2006
    • 4 replies
    • 3.6k views
    • 
    • saabraa
    • December 1, 2006

31. PPA Notice for 403b plan?

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

32. PPA Section 501 Annual Funding Notice

    By Guest Chris209, January 13, 2009
    • 6 replies
    • 3.8k views
    • 
    • Guest
    • April 28, 2009

33. procedure for plan when it recovers money lost in a ponzi scheme

    By Gudgergirl, July 17, 2013
    • 2 replies
    • 1.3k views
    • 
    • QDROphile
    • July 17, 2013

34. Profit Sharing going to IRA

    By Guest scottk, November 12, 2007
    • 4 replies
    • 2.6k views
    • 
    • Kimberly S
    • November 13, 2007

35. Prospectuses

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

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

    By Guest Kennedy, May 24, 2000
    • 2 replies
    • 1.8k views
    • 
    • Greg Judd
    • May 31, 2000

37. QDIA Notice

    By blue, November 20, 2008
    • 0 replies
    • 1.7k views
    • 
    • blue
    • November 20, 2008

38. QDIA notice and mapping

    By K2retire, November 9, 2011
    • 3 replies
    • 4.2k views
    • 
    • John Feldt ERPA CPC QPA
    • November 9, 2011

39. QDIA Notice Issues

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

40. QDIA Notice Required in Spin-off

    By Guest Lauren0507, January 17, 2014
    • 1 reply
    • 1.7k views
    • 
    • BG5150
    • January 21, 2014

41. QDIA Notice Requirements

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

42. Quarterly Investment Management Fees - disclosure to participants

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

43. Quarterly statements - requirement for individual expenses

    By Belgarath, August 19, 2013
    • 7 replies
    • 1.7k views
    • 
    • Belgarath
    • August 20, 2013

44. Quarterly statements for partially self-directed accts

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

45. question about quarterly statements

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

46. Question on Orphan Plan

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

47. Required Notices at time of Distribution

    By Guest Kennedy, March 10, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 10, 2000

48. Required Notices for Unenrolled Participants

    By LMK TPA, November 19, 2023
    • 1 reply
    • 995 views
    • 
    • TPApril
    • June 21, 2024

49. Requirement to Notify EE on Workers' Comp that they may be eligible for long-term disability benefits

    By CaliBen, June 5, 2017
    • 1 reply
    • 1.3k views
    • 
    • hr for me
    • June 5, 2017

50. Return to sender or wrong address

    By benpat3, July 7, 2008
    • 9 replies
    • 5.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 25, 2008