Communication and Disclosure to Participants

351 topics in this forum

1. Targeted Education

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

2. Tax question

   By Guest Nautical, September 13, 2005
   • 5 replies
   • 4.7k views
   • 
   • Guest
   • September 15, 2005

3. Technical Release 2011-03R

   By ERISAAPPLE, November 17, 2017   

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

4. Terminated Participants & Cross Tested Plans

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

5. Terminated participants requested dist. Dist denied. Plan in arbitration

   By kwalified, December 14, 2016
   • 11 replies
   • 1.5k views
   • 
   • My 2 cents
   • June 1, 2017

6. the cost of educating plan participants

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

7. The old "wired at work" electronic disclosure

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

8. TimeRecord Keeping

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

9. 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

10. Total Comp Statement

    By wsp, January 30, 2007
    • 0 replies
    • 2.4k views
    • 
    • wsp
    • January 30, 2007

11. Total Compensation Statements

    By French, April 20, 2011
    • 2 replies
    • 1.4k views
    • 
    • French
    • April 25, 2011

12. Total Reward/Total Compensation Statements

    By gtech1997, July 18, 2012
    • 4 replies
    • 2.1k views
    • 
    • Guest
    • July 23, 2012

13. trustee directed question and brokerage account question

    By Santo Gold, August 7, 2012
    • 8 replies
    • 2.4k views
    • 
    • Guest
    • August 27, 2012

14. Trustee Liability

    By Guest wwest, February 28, 2000
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • February 29, 2000

15. Trying to locate old plan

    By dmwe, September 5, 2007
    • 4 replies
    • 2.6k views
    • 
    • dmwe
    • September 24, 2007

16. Use of Company Intranet

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

17. Using the Internet for participant education

    By Alan Simpson, June 17, 1999
    • 3 replies
    • 2.2k views
    • 
    • Guest
    • July 3, 1999

18. Using the Web for Recruiting---Help

    By Sheila K, June 8, 1999
    • 3 replies
    • 2.2k views
    • 
    • Dave Baker
    • July 4, 1999

19. Vendor options for Retirement plans

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

20. Verbal Communication of Employer Match

    By jpdrews, December 29, 2016
    • 12 replies
    • 2.6k views
    • 
    • jpdrews
    • January 4, 2017

21. Vested Rights Letter Requirements

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

22. Vesting Notice

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

23. Violation of SAR reporting - actionable by Participant?

    By Guest KoreAmBear, April 13, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • April 13, 2006

24. Volunteers needed for Benefits Study

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

25. Web benefits enrollment

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

26. Web site on benefit communications?

    By Guest RJ, June 28, 1999
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 29, 1999

27. Web sites for Participant enrollment

    By Guest lmc, August 25, 1999
    • 2 replies
    • 2k views
    • 
    • Guest
    • September 1, 1999

28. Web Subscriber Services/Online Retirement Plans References

    By Guest CPeterson, December 7, 1998
    • 0 replies
    • 2k views
    • 
    • Guest
    • December 7, 1998

29. Web-based employee benefits enrollment/changes

    By Guest Candy V, February 3, 2001
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • February 14, 2001

30. Web-Based Employee Benefits Management

    By Guest Doug Moore, April 23, 2001
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • May 8, 2001

31. 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

32. Welcome!!

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

33. What benchmark do you use for a target-year fund?

    By Peter Gulia, October 15
    • 8 replies
    • 313 views
    • 
    • Peter Gulia
    • November 10

34. What happens if a plan’s administrator does not wait 30 days before paying a distribution?

    By Peter Gulia, December 16, 2019   

    • 402(f)
    • 8 replies
    • 2.4k views
    • 
    • Peter Gulia
    • December 17, 2019

35. What is the "Earliest Date on which benefits will becom vested"?

    By ERISA1, June 23, 2017   

    • benefit statement
    • disclosure
    • (and 2 more)

      Tagged with:

      • benefit statement
      • disclosure
      • vesting
      • erisa 105
    • 1 reply
    • 1.4k views
    • 
    • My 2 cents
    • June 23, 2017

36. What is the ERISA penalty on a failure to furnish requested documents?

    By Peter Gulia, September 23
    • 4 replies
    • 1.5k views
    • 
    • Peter Gulia
    • September 26

37. 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

38. What past-performance benchmarks do 404a-5 disclosures use for target-date funds?

    By Peter Gulia, September 8, 2024
    • 3 replies
    • 702 views
    • 
    • Peter Gulia
    • March 4

39. When are "fees actually charged" to a participants account?

    By Gudgergirl, October 23, 2012
    • 3 replies
    • 2k views
    • 
    • Gudgergirl
    • October 24, 2012

40. When are plan sponsors required to provide SPDs to alternate payees?

    By Guest furthur118, February 7, 2001
    • 1 reply
    • 2.1k views
    • 
    • QDROphile
    • February 8, 2001

41. When is using e-mail "integral" to a worker's job duties?

    By Peter Gulia, December 27, 2016   

    • notice; electronic
    • 15 replies
    • 2.6k views
    • 
    • GMK
    • December 29, 2016

42. Which phrase is best or preferred?

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

43. 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

44. Who gets the QDIA Notice?

    By BG5150, January 21, 2015
    • 1 reply
    • 2.5k views
    • 
    • Lou S.
    • January 21, 2015

45. Who is doing electronic communication?

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

46. Who is doing electronic HR communication?

    By Guest Vicki Dungan, March 11, 1999
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 11, 1999

47. Will a recordkeeper deliver its customer’s 404a-5 notice?

    By Peter Gulia, July 19, 2021   

    • 404a-5
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • July 20, 2021

48. Will updated SPD satisfy notice requirement for fee change

    By pensionreview, June 2, 2022
    • 1 reply
    • 976 views
    • 
    • Pam Shoup
    • June 3, 2022

49. Would this satisfy 404a5?

    By Santo Gold, April 8, 2021
    • 2 replies
    • 933 views
    • 
    • Peter Gulia
    • April 8, 2021

50. Wraparound SPD

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