Communication and Disclosure to Participants

351 topics in this forum

1. Who is doing electronic communication?

   By Guest Vicki Dungan, March 11, 1999
   • 4 replies
   • 2k views
   • 
   • Dan
   • April 27, 1999

2. SPD

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

3. DOL initiatives on fee disclosures effect 403(b)(7) plans

   By Nassau, October 22, 2007
   • 0 replies
   • 2k views
   • 
   • Nassau
   • October 22, 2007

4. FYI: 401k education/information Website

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

5. Employee Benefit Statments

   By Guest Melissa Reid, May 25, 1999
   • 4 replies
   • 2k views
   • 
   • Guest
   • June 21, 2000

6. Benefits Administration forms

   By Theresa Lynn, March 9, 2005
   • 1 reply
   • 2k views
   • 
   • Guest
   • March 9, 2005

7. Office of Health Care Information

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

8. Financial Education

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

9. 529 Plan query

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

10. Rules for electronic delivery of 404(a)5

    By BG5150, June 28, 2013
    • 1 reply
    • 2k views
    • 
    • Belgarath
    • June 28, 2013

11. IRS Regulations

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

12. Looking for suggested HIPAA language for use in drafting out health pl

    By Guest Susan Middaugh, November 9, 1999
    • 1 reply
    • 2k views
    • 
    • Greg Judd
    • November 10, 1999

13. Participant Accounts and Transactions on the Web

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

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

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

15. Feedback on downloading daily trades

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

16. What is the penalty amount to show in an ERISA-rights notice?

    By Peter Gulia, March 22, 2023
    • 5 replies
    • 2k views
    • 
    • Paul I
    • March 24, 2023

17. Adding New Funds; Eliminating Others

    By Guest Kennedy, September 20, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 20, 1999

18. 1099R

    By Guest btbucks, June 11, 2010
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • June 14, 2010

19. EACA Notice

    By Nassau, March 31, 2015
    • 1 reply
    • 1.9k views
    • 
    • Belgarath
    • April 1, 2015

20. Use of Company Intranet

    By Eric Taylor, May 2, 2012
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • August 25, 2012

21. the cost of educating plan participants

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

22. Vendor options for Retirement plans

    By Guest GMedley, June 8, 2000
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • April 3, 2001

23. Botched Notification of Investment Mapping

    By Christine Roberts, March 18, 2008
    • 1 reply
    • 1.9k views
    • 
    • Peter Gulia
    • March 19, 2008

24. Do you in an SPD or SMM describe a provision that expired?

    By Peter Gulia, November 4, 2020   

    • smm; spd
    • 9 replies
    • 1.9k views
    • 
    • Peter Gulia
    • May 27, 2021

25. TimeRecord Keeping

    By Guest Elena Hogan, March 26, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 26, 1999

26. Disclosure notice for family only 401k

    By pgold, October 3, 2013
    • 9 replies
    • 1.9k views
    • 
    • Belgarath
    • October 4, 2013

27. National network of Independent Benefit Advisory Firms launches

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

28. Any websites on Limited Liability Companies?

    By Christine Roberts, November 1, 1999
    • 1 reply
    • 1.9k views
    • 
    • Dave Baker
    • November 2, 1999

29. employee benefits manuals

    By Guest Susan Middaugh, September 23, 1999
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • September 23, 1999

30. Technical Release 2011-03R

    By ERISAAPPLE, November 17, 2017   

    • electronic dislcosures
    • 0 replies
    • 1.9k views
    • 
    • ERISAAPPLE
    • November 17, 2017

31. Suggested Language for SMM

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

32. Vesting Notice

    By waid10, October 13, 2009
    • 1 reply
    • 1.9k views
    • 
    • J Simmons
    • October 14, 2009

33. Please Take: EE Self-Service Survey

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

34. XML vocabularies for benefits transactions

    By Guest chucka, October 21, 1999
    • 1 reply
    • 1.9k views
    • 
    • Dave Baker
    • October 22, 1999

35. Notices Posted on the Internet??

    By Guest RW, September 7, 2000
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • September 7, 2000

36. Incorrect SSA Potential Private Retirement Benefit Information Letters?

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

37. Welcome!!

    By Guest Paul Yakoboski, November 4, 1999
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • November 4, 1999

38. Participant right to transaction history?

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

39. 408b-2 Disclosures and the fiduciary rule

    By RatherBeGolfing, June 16, 2017
    • 14 replies
    • 1.9k views
    • 
    • Belgarath
    • October 12, 2017

40. notice to participant requirements

    By Guest Ben S, December 12, 2001
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • December 12, 2001

41. Participant damages for overdistribution from retirement plan

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

42. distiribution fee is the only fee to Participant

    By Jim Chad, September 24, 2011
    • 6 replies
    • 1.8k views
    • 
    • GMK
    • October 19, 2011

43. Administrative Fees

    By Nassau, October 5, 2010
    • 1 reply
    • 1.8k views
    • 
    • Jim Chad
    • September 27, 2011

44. Participant Black-out Period

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

45. Are there specific requirements for Term Vested Notice for DB Plan participants?

    By Guest gerry326, July 27, 2005
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • July 27, 2005

46. Outsourcing or outside software packages

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

47. The old "wired at work" electronic disclosure

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

48. Sarbanes-Oxley Letter

    By Nassau, February 26, 2014
    • 1 reply
    • 1.8k views
    • 
    • Lou S.
    • February 26, 2014

49. Summary Annual Report - combine?

    By Guest Dottie, October 21, 2010
    • 1 reply
    • 1.8k views
    • 
    • david rigby
    • October 21, 2010

50. Internet/IVR Systems to Automate Benefits Enrollments

    By Guest Bill Glueck, CIC, February 16, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • February 16, 2000