Communication and Disclosure to Participants

351 topics in this forum

1. right to defer distribution

   By AKconsult, July 12, 2007
   • 1 reply
   • 2.8k views
   • 
   • J Simmons
   • July 12, 2007

2. RMD Notice

   By JOH, April 2, 2020
   • 0 replies
   • 1.2k views
   • 
   • JOH
   • April 2, 2020

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

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

4. Safe Harbor Change/Notification

   By KevinMc, December 13, 2013
   • 4 replies
   • 2.2k views
   • 
   • Tom Poje
   • December 13, 2013

5. Safe Harbor Match Contribution Notice

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

6. Safe Harbor Notice

   By Guest HRAnon, October 13, 2011
   • 2 replies
   • 1.7k views
   • 
   • GMK
   • October 14, 2011

7. Safe Harbor Notification to Terminated Participants with a balance ?

   By Francis, November 7, 2017
   • 3 replies
   • 5.3k views
   • 
   • John Feldt ERPA CPC QPA
   • November 8, 2017

8. Safe Harbor Plan

   By KevinMc, January 25, 2010
   • 1 reply
   • 1.8k views
   • 
   • Tom Poje
   • February 5, 2010

9. sarbanes-Oxley Act

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

10. Sarbanes-Oxley Letter

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

11. SARs

    By CJS07, October 27, 2010
    • 2 replies
    • 2.2k views
    • 
    • jpod
    • November 30, 2010

12. Sec 529 tuition plans

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

13. Seeking info on web-based employee self service

    By Guest Carlye, November 16, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • November 16, 2000

14. service provider disclosure

    By Guest cbclark, April 29, 2011
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • April 29, 2011

15. Should a summary plan description explain cybersecurity?

    By Peter Gulia, April 28, 2021   

    • spd
    • 17 replies
    • 2.1k views
    • 
    • Peter Gulia
    • April 30, 2021

16. Should an employer assign an email address for every employee (even those who won’t use it in one’s daily work)?

    By Peter Gulia, May 29, 2020   

    • defaul electronic disclosure
    • 14 replies
    • 3.2k views
    • 
    • Belgarath
    • June 3, 2020

17. Sick time exchange for health club memberships

    By Guest Sandra Feehan, March 23, 1999
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • March 23, 1999

18. SIP documents

    By Guest phobarbenix, March 31, 2010
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • March 31, 2010

19. SMarT (Save More Tomorrow) Plan

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

20. Social Security benefits

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

21. Software interfaces-payroll and insurance carriers

    By Guest TGilligan, November 23, 1998
    • 0 replies
    • 2.3k views
    • 
    • Guest
    • November 23, 1998

22. Spanish SPD

    By Guest kurt johansen, August 13, 1999
    • 17 replies
    • 10.4k views
    • 
    • Peter Gulia
    • June 14, 2018

23. Spanish version of IRS Notice 2014-74

    By Jerry Erisa, December 15, 2014
    • 0 replies
    • 1.8k views
    • 
    • Jerry Erisa
    • December 15, 2014

24. SPD

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

25. SPD Changes

    By Guest cassynnc, July 22, 2009
    • 1 reply
    • 2.5k views
    • 
    • Guest
    • October 5, 2009

26. SPD Checklist

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

27. SPD distribution

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

28. SPD Distribution Five-Year Rule

    By Guest Ann Caresani, July 15, 1999
    • 5 replies
    • 5.4k views
    • 
    • Peter Gulia
    • March 7, 2014

29. SPD guide web sites?

    By Guest RJ, June 28, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • September 5, 1999

30. SPD incorporated into Plan Document

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

31. SPD Software

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

32. SPD Spanish Translation

    By Guest Martin, December 29, 1999
    • 3 replies
    • 3.2k views
    • 
    • Guest
    • January 11, 2000

33. SPD's on a web sie

    By Guest cjohn, October 2, 1998
    • 5 replies
    • 3.1k views
    • 
    • Guest
    • February 28, 1999

34. SPDs - ERISA Rights

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

35. SPDs and HR Consulting Firms

    By Guest Kara Detwiller, April 23, 2001
    • 2 replies
    • 3k views
    • 
    • david rigby
    • May 7, 2001

36. SPDs on a website

    By Guest dlagrone, December 21, 1998
    • 5 replies
    • 2.8k views
    • 
    • Guest
    • February 28, 1999

37. Special Tax Notice

    By PJ2009, September 21, 2009
    • 6 replies
    • 3k views
    • 
    • Everett Moreland
    • September 29, 2009

38. Special Tax Notice

    By MSN, September 30, 2009
    • 20 replies
    • 4.9k views
    • 
    • GMK
    • March 16, 2010

39. Statement of Vested Benefits at Termination

    By Guest jhengle, October 20, 1998
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 20, 1998

40. Statistics for Employee Benefits Actuaries

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

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

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

42. Suggested Language for SMM

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

43. Summaries of Material Modifications

    By Guest pcohen, August 10, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • August 10, 2006

44. Summary Annual Report - combine?

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

45. Summary Annual Report - electronically?

    By Guest Jennyb473, October 6, 2011
    • 1 reply
    • 3.1k views
    • 
    • Guest
    • October 6, 2011

46. Summary Annual Report - Reference to Numbers on Spreadsheet

    By rocknrolls2, November 14, 2014
    • 1 reply
    • 1.6k views
    • 
    • mming
    • November 19, 2014

47. Summary Annual Report due date?

    By Peter Gulia, April 29, 2015
    • 2 replies
    • 5.9k views
    • 
    • Peter Gulia
    • April 29, 2015

48. Summary Annual Reports

    By PJ2009, September 10, 2009
    • 2 replies
    • 15.6k views
    • 
    • PJ2009
    • September 10, 2009

49. Summary Annual Reports

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

50. Summary Annual Reports & Summary Plan Descriptions

    By Guest julie daniels, September 10, 1998
    • 4 replies
    • 2.8k views
    • 
    • Guest
    • January 15, 1999