Communication and Disclosure to Participants

330 topics in this forum

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

   By Peter Gulia, November 4   

   • smm; spd
   • 7 replies
   • 299 views
   • 
   • Luke Bailey
   • November 6

2. Participant Request to Review Plan Financial Documents

   By cwallace, October 22
   • 5 replies
   • 213 views
   • 
   • Patricia Neal Jensen
   • October 23

3. DOL eDisclosure regs

   By Belgarath, August 5
   • 1 reply
   • 456 views
   • 
   • Peter Gulia
   • August 5

4. Electronic Disclosure and Burden of Proof

   By tsrl01, July 13   

   • electronic disclosures
   • 0 replies
   • 215 views
   • 
   • tsrl01
   • July 13

5. Failure to distribute SAR

   By bevfair, June 8
   • 1 reply
   • 281 views
   • 
   • Jeff Hartmann
   • June 9

6. 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   

   • defaul electronic disclosure
   • 14 replies
   • 497 views
   • 
   • Belgarath
   • June 3

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

   By Belgarath, May 26
   • 33 replies
   • 569 views
   • 
   • austin3515
   • June 1

8. RMD Notice

   By JOH, April 2
   • 0 replies
   • 550 views
   • 
   • JOH
   • April 2

9. 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
   • 1,385 views
   • 
   • Peter Gulia
   • December 17, 2019

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

    By Peter Gulia, November 11, 2019
    • 2 replies
    • 508 views
    • 
    • Peter Gulia
    • November 12, 2019

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

    By Peter Gulia, October 22, 2019   

    • electronic disclosures
    • 15 replies
    • 890 views
    • 
    • Mike Preston
    • November 1, 2019

12. Employee Benefit Participant Questionnaire?

    By Tax Cowboy, May 30, 2019
    • 0 replies
    • 1,019 views
    • 
    • Tax Cowboy
    • May 30, 2019

13. Fee Dislcosure -- Incorrect Administrative Expense Reflected

    By Princess(k), September 27, 2018
    • 1 reply
    • 1,365 views
    • 
    • QP_Guy
    • September 28, 2018

14. Spanish SPD

    By Guest kurt johansen, August 13, 1999
    • 17 replies
    • 8,219 views
    • 
    • Peter Gulia
    • June 14, 2018

15. COBRA & Vision

    By Benefits 101, May 24, 2018   

    • vision cobra
    • 1 reply
    • 458 views
    • 
    • Madison71
    • May 24, 2018

16. Technical Release 2011-03R

    By ERISAAPPLE, November 17, 2017   

    • electronic dislcosures
    • 0 replies
    • 1,325 views
    • 
    • ERISAAPPLE
    • November 17, 2017

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

    By Francis, November 7, 2017
    • 3 replies
    • 1,970 views
    • 
    • John Feldt ERPA CPC QPA
    • November 8, 2017

18. QDIA Notice Requirements

    By Nassau, October 19, 2017
    • 3 replies
    • 1,496 views
    • 
    • Gilmore
    • October 21, 2017

19. 408b-2 Disclosures and the fiduciary rule

    By RatherBeGolfing, June 16, 2017
    • 14 replies
    • 814 views
    • 
    • Belgarath
    • October 12, 2017

20. BICE Exemption

    By TCM72, August 15, 2017   

    • bice
    • dol rule
    • (and 1 more)

      Tagged with:

      • bice
      • dol rule
      • fiduciary rule
    • 4 replies
    • 645 views
    • 
    • TCM72
    • October 4, 2017

21. 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
    • 760 views
    • 
    • My 2 cents
    • June 23, 2017

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

    By CaliBen, June 5, 2017
    • 1 reply
    • 657 views
    • 
    • hr for me
    • June 5, 2017

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

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

24. Verbal Communication of Employer Match

    By jpdrews, December 29, 2016
    • 12 replies
    • 1,844 views
    • 
    • jpdrews
    • January 4, 2017

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

    By Peter Gulia, December 27, 2016   

    • notice; electronic
    • 15 replies
    • 1,122 views
    • 
    • GMK
    • December 29, 2016