Communication and Disclosure to Participants

313 topics in this forum

  1. BICE Exemption

    By TCM72,   
    • 3 replies
    • 38 views

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

    By ERISA1,   
    • 1 reply
    • 319 views

  3. 408b-2 Disclosures and the fiduciary rule

    By RatherBeGolfing,
    • 11 replies
    • 287 views

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

    By CaliBen,
    • 1 reply
    • 204 views

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

    By kwalified,
    • 11 replies
    • 573 views

  6. Verbal Communication of Employer Match

    By jpdrews,
    • 12 replies
    • 1,378 views

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

    By Fiduciary Guidance Counsel,   
    • 15 replies
    • 619 views

  8. 404(c) disclosures

    By Belgarath,
    • 3 replies
    • 892 views

  9. 404a-5 disclosure, for past-performance information which date?

    By Fiduciary Guidance Counsel,   
    • 2 replies
    • 435 views

  10. coverting participant directed plan to trustee directed

    By Scuba 401,
    • 2 replies
    • 529 views

  11. Dealing with Returned Mail

    By mmcourt,
    • 6 replies
    • 493 views

  12. Participant Fee Disclosure

    By Nassau,
    • 4 replies
    • 551 views

  13. Forced Transfers

    By ewatson12,
    • 7 replies
    • 1,264 views

  14. Electronic Distribution of SPDs

    By PJ2009,
    • 8 replies
    • 2,249 views

  15. Fund Change Notice and Related Fee Disclosures

    By 401 Chaos,
    • 5 replies
    • 11,041 views

  16. Fully insured retiree health veba spd

    By jockey12,
    • 1 reply
    • 646 views

  17. Fee Disclosure Vendors

    By EPCRSGuru,
    • 0 replies
    • 756 views

  18. Funds accidently omitted from fee disclosure

    By BKVB,   
    • 0 replies
    • 844 views

  19. Eliminating Auto Enrollment Feature

    By Chey1999,
    • 0 replies
    • 737 views

  20. Summary Annual Report due date?

    By Fiduciary Guidance Counsel,
    • 2 replies
    • 4,101 views

  21. EACA Notice

    By Nassau,
    • 1 reply
    • 1,296 views

  22. EACA Notice

    By Nassau,
    • 0 replies
    • 773 views

  23. Who gets the QDIA Notice?

    By BG5150,
    • 1 reply
    • 1,851 views

  24. Diversification notice for employers using platforms

    By Jim Chad,
    • 1 reply
    • 719 views

  25. Spanish version of IRS Notice 2014-74

    By Jerry Erisa,
    • 0 replies
    • 1,132 views