Communication and Disclosure to Participants

319 topics in this forum

1. Employee Benefit Participant Questionnaire?

   By Tax Cowboy, May 30
   • 0 replies
   • 259 views
   • 
   • Tax Cowboy
   • May 30

2. Fee Dislcosure -- Incorrect Administrative Expense Reflected

   By Princess(k), September 27, 2018
   • 1 reply
   • 1,115 views
   • 
   • QP_Guy
   • September 28, 2018

3. Spanish SPD

   By Guest kurt johansen, August 13, 1999
   • 17 replies
   • 7,557 views
   • 
   • Fiduciary Guidance Counsel
   • June 14, 2018

4. COBRA & Vision

   By Benefits 101, May 24, 2018   

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

5. Technical Release 2011-03R

   By ERISAAPPLE, November 17, 2017   

   • electronic dislcosures
   • 0 replies
   • 1,182 views
   • 
   • ERISAAPPLE
   • November 17, 2017

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

   By frank1971, November 7, 2017
   • 3 replies
   • 1,070 views
   • 
   • John Feldt ERPA CPC QPA
   • November 8, 2017

7. QDIA Notice Requirements

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

8. 408b-2 Disclosures and the fiduciary rule

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

9. BICE Exemption

   By TCM72, August 15, 2017   

   • bice
   • dol rule
   • (and 1 more)

     Tagged with:

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

10. 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
    • 641 views
    • 
    • My 2 cents
    • June 23, 2017

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

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

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

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

13. Verbal Communication of Employer Match

    By jpdrews, December 29, 2016
    • 12 replies
    • 1,691 views
    • 
    • jpdrews
    • January 4, 2017

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

    By Fiduciary Guidance Counsel, December 27, 2016   

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

15. 404(c) disclosures

    By Belgarath, November 1, 2016
    • 3 replies
    • 1,473 views
    • 
    • John Feldt ERPA CPC QPA
    • November 3, 2016

16. 404a-5 disclosure, for past-performance information which date?

    By Fiduciary Guidance Counsel, October 14, 2016   

    • 404a-5
    • 2 replies
    • 721 views
    • 
    • Fiduciary Guidance Counsel
    • October 14, 2016

17. coverting participant directed plan to trustee directed

    By Scuba 401, August 18, 2016
    • 2 replies
    • 733 views
    • 
    • My 2 cents
    • August 18, 2016

18. Dealing with Returned Mail

    By mmcourt, August 8, 2016
    • 6 replies
    • 783 views
    • 
    • RatherBeGolfing
    • August 10, 2016

19. Participant Fee Disclosure

    By Nassau, July 6, 2016
    • 4 replies
    • 868 views
    • 
    • bluesi2004
    • July 9, 2016

20. Forced Transfers

    By ewatson12, December 29, 2015
    • 7 replies
    • 1,514 views
    • 
    • NHunter
    • December 29, 2015

21. Electronic Distribution of SPDs

    By PJ2009, April 20, 2009
    • 8 replies
    • 2,523 views
    • 
    • Fiduciary Guidance Counsel
    • October 22, 2015

22. Fund Change Notice and Related Fee Disclosures

    By 401 Chaos, August 28, 2012
    • 5 replies
    • 12,648 views
    • 
    • John Feldt ERPA CPC QPA
    • October 1, 2015

23. Fully insured retiree health veba spd

    By jockey12, September 16, 2015
    • 1 reply
    • 913 views
    • 
    • GBurns
    • September 20, 2015

24. Fee Disclosure Vendors

    By EPCRSGuru, July 29, 2015
    • 0 replies
    • 846 views
    • 
    • EPCRSGuru
    • July 29, 2015

25. Funds accidently omitted from fee disclosure

    By BKVB, May 27, 2015   

    • Fee disclosure
    • 0 replies
    • 1,070 views
    • 
    • BKVB
    • May 27, 2015