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Communication and Disclosure to Participants

341 topics in this forum

  1. Will updated SPD satisfy notice requirement for fee change

    By pensionreview,
    • 1 reply
    • 332 views

  2. Court rulings regarding failure to disclose the value of each investment to which assets in the participant's account have been allocated

    By Christopher Wilson,
    • 1 reply
    • 119 views

  3. Is Plan Admininstrator Required to provide Copy of Plan Document upon request?

    By cheersmate,   
    • 9 replies
    • 799 views

  4. No Surprise Billing Notice and "Publicly Available"

    By alexa,
    • 1 reply
    • 136 views

  5. Broker Compensation Disclosure - Covered Plans? Voluntary Critcal Illness, Vol. Cancer, Vol. Hospital Indemnity

    By Scott A. Davis,
    • 3 replies
    • 252 views

  6. DOL Issues Temporary Implementing FAQs on Pension Benefit Statements – Lifetime Income Illustrations Interim Final Rule

    By RatherBeGolfing,
    • 2 replies
    • 347 views

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

    By Peter Gulia,   
    • 6 replies
    • 355 views

  8. If one has the participant’s e-mail address, why not just attach the document to be furnished?

    By Peter Gulia,   
    • 16 replies
    • 1.7k views

  9. Is the penalty $110 or $112 a day?

    By Peter Gulia,
    • 3 replies
    • 747 views

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

    By Peter Gulia,   
    • 9 replies
    • 972 views

  11. Should a summary plan description explain cybersecurity?

    By Peter Gulia,   
    • 17 replies
    • 934 views

  12. Would this satisfy 404a5?

    By Santo Gold,
    • 2 replies
    • 338 views

  13. Disclosure of Pension to Alternate Participant

    By Carl S.,
    • 5 replies
    • 769 views

  14. Is there a fiduciary responsibility to educate participants about cybersecurity?

    By Peter Gulia,
    • 5 replies
    • 384 views

  15. Participant Request to Review Plan Financial Documents

    By cwallace,
    • 5 replies
    • 849 views

  16. DOL eDisclosure regs

    By Belgarath,
    • 1 reply
    • 606 views

  17. Electronic Disclosure and Burden of Proof

    By tsrl01,   
    • 0 replies
    • 372 views

  18. Failure to distribute SAR

    By bevfair,
    • 1 reply
    • 502 views

  19. 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,   
    • 14 replies
    • 690 views

  20. New DOL Safe Harbor w/r/t Participant Communication 1 2

    By Belgarath,
    • 33 replies
    • 1.1k views

  21. RMD Notice

    By JOH,
    • 0 replies
    • 766 views

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

    By Peter Gulia,   
    • 8 replies
    • 1.6k views

  23. Employee Benefit Participant Questionnaire?

    By Tax Cowboy,
    • 0 replies
    • 1.2k views

  24. Fee Dislcosure -- Incorrect Administrative Expense Reflected

    By Princess(k),
    • 1 reply
    • 1.6k views

  25. Spanish SPD

    By Guest kurt johansen,
    • 17 replies
    • 9k views
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