Communication and Disclosure to Participants

351 topics in this forum

1. AFN Timing

   By tuni88, July 24, 2013
   • 1 reply
   • 1.8k views
   • 
   • david rigby
   • July 24, 2013

2. Employee Education - Income Taxation

   By Guest JD Colville, March 10, 2000
   • 5 replies
   • 1.8k views
   • 
   • Guest
   • March 10, 2000

3. Incorrect SSA Potential Private Retirement Benefit Information Letters?

   By RayRay, June 8, 2023
   • 6 replies
   • 1.8k views
   • 
   • ESOP Guy
   • June 9, 2023

4. Group Life Insurance

   By PJ2009, June 5, 2009
   • 2 replies
   • 1.8k views
   • 
   • PJ2009
   • June 8, 2009

5. Web benefits enrollment

   By Guest AliciaD, July 11, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • July 11, 2001

6. electronic participant statements

   By Golgi, January 27, 2014
   • 3 replies
   • 1.8k views
   • 
   • BG5150
   • February 4, 2014

7. Web-based sites for providing complex benefits info to employees

   By Guest Evelyn Logan, January 19, 2001
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • January 19, 2001

8. Volunteers needed for Benefits Study

   By Guest Greg Melia, July 12, 2000
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • July 12, 2000

9. Fee Disclosure and Self Directed Broker Accounts

   By HarleyBabe, October 24, 2012
   • 1 reply
   • 1.8k views
   • 
   • Bird
   • October 24, 2012

10. Disclosure of Pension to Alternate Participant

    By Carl S., March 1, 2021
    • 5 replies
    • 1.8k views
    • 
    • QDROphile
    • March 3, 2021

11. Sick time exchange for health club memberships

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

12. Consent to use of data on web

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

13. College Savings Plan

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

14. Internet-based Wellness Support - What do you think?

    By Guest DD Miller, August 2, 2000
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • August 6, 2000

15. Multi-Employer Worker Benefit Plan Software Needed

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

16. Implementing Online Investment Advice for 401(k) Plan Participants; Co

    By Guest Kennedy, May 24, 2000
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • May 24, 2000

17. Spanish version of IRS Notice 2014-74

    By Jerry Erisa, December 15, 2014
    • 0 replies
    • 1.7k views
    • 
    • Jerry Erisa
    • December 15, 2014

18. HRM Forum

    By Guest Travis Glass, January 18, 2000
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • January 18, 2000

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

    By Guest Kennedy, May 24, 2000
    • 2 replies
    • 1.7k views
    • 
    • Greg Judd
    • May 31, 2000

20. Safe Harbor Plan

    By KevinMc, January 25, 2010
    • 1 reply
    • 1.7k views
    • 
    • Tom Poje
    • February 5, 2010

21. Must employers disclose LSD option to departing plan participants?

    By Guest KOlsen, February 9, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • February 9, 2000

22. Diversification Notice

    By J2D2, October 27, 2006
    • 0 replies
    • 1.7k views
    • 
    • J2D2
    • October 27, 2006

23. Terminated Participants & Cross Tested Plans

    By Guest Don N, July 15, 1999
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • July 15, 1999

24. Need a standalone software application that prepares illustrations for

    By Dawn Hafner, May 30, 2000
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • May 31, 2000

25. QDIA Notice

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

26. Statistics for Employee Benefits Actuaries

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

27. Quarterly statements - requirement for individual expenses

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

28. Market/interest in financial education services

    By Theresa Lynn, March 7, 2001
    • 0 replies
    • 1.7k views
    • 
    • Theresa Lynn
    • March 7, 2001

29. Education

    By Guest NancyR, November 7, 2011
    • 2 replies
    • 1.7k views
    • 
    • masteff
    • November 8, 2011

30. QDIA Notice Required in Spin-off

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

31. Notice to Interest Parties - frozen plan - mass withdrawal

    By Guest Serafina, December 9, 2009
    • 1 reply
    • 1.7k views
    • 
    • david rigby
    • December 10, 2009

32. FREE benefits benchmarking study opportunity

    By Guest Greg Melia, June 12, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • June 12, 2001

33. EE Requests for ergonomic accessories beyond already compliant worksta

    By Guest Cecelia Chahal, March 12, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 12, 2001

34. Failure to furnish SPD

    By Guest tm3333, October 20, 2011
    • 1 reply
    • 1.7k views
    • 
    • QDROphile
    • October 21, 2011

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

    By Peter Gulia, March 22, 2023
    • 5 replies
    • 1.7k views
    • 
    • Paul I
    • March 24, 2023

36. Safe Harbor Notice

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

37. ESOP Disclosure to Participants

    By Guest Murph, July 21, 2010
    • 1 reply
    • 1.7k views
    • 
    • GMK
    • July 21, 2010

38. Targeted Education

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

39. DOES IT COST AN ARM AND A LEG!?

    By Guest Cherl-Girl, May 15, 2001
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • May 15, 2001

40. Choosing between DC or DB Plan

    By Guest IRISH79, January 25, 2007
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • January 25, 2007

41. Employee Benefit Participant Questionnaire?

    By Tax Cowboy, May 30, 2019
    • 0 replies
    • 1.6k views
    • 
    • Tax Cowboy
    • May 30, 2019

42. Top Heavy PSP - employer failed to make required contribution to NHCEs

    By Guest Jaym32, July 23, 2013
    • 2 replies
    • 1.6k views
    • 
    • mschwechter
    • July 23, 2013

43. Claims Procedure for Health & Welfare Plan SPDs

    By PJ2009, May 13, 2009
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • June 7, 2009

44. 8955-SSA Individual Notice Requirement

    By ERISA-Bubs, January 5, 2012
    • 0 replies
    • 1.6k views
    • 
    • ERISA-Bubs
    • January 5, 2012

45. Participant Request to Review Plan Financial Documents

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

46. Summary Annual Report - Reference to Numbers on Spreadsheet

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

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

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

48. Notice Re: Freeze of Plan Zone Status

    By Guest arasalin, March 26, 2009
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • March 26, 2009

49. 204(h)

    By Guest TuckerB, February 2, 2009
    • 1 reply
    • 1.6k views
    • 
    • J Simmons
    • February 2, 2009

50. Which phrase is best or preferred?

    By GMK, February 4, 2010
    • 4 replies
    • 1.6k views
    • 
    • Belgarath
    • February 5, 2010