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Communication and Disclosure to Participants

343 topics in this forum

  1. What is the penalty amount to show in an ERISA-rights notice?

    By Peter Gulia,
    • 5 replies
    • 348 views

  2. The old "wired at work" electronic disclosure

    By Belgarath,
    • 3 replies
    • 1.1k views

  3. Will updated SPD satisfy notice requirement for fee change

    By pensionreview,
    • 1 reply
    • 465 views

  4. 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
    • 149 views

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

    By cheersmate,   
    • 9 replies
    • 1k views

  6. No Surprise Billing Notice and "Publicly Available"

    By alexa,
    • 1 reply
    • 167 views

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

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

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

    By RatherBeGolfing,
    • 2 replies
    • 382 views

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

    By Peter Gulia,   
    • 6 replies
    • 507 views

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

    By Peter Gulia,   
    • 16 replies
    • 1.9k views

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

    By Peter Gulia,
    • 3 replies
    • 930 views

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

    By Peter Gulia,   
    • 9 replies
    • 1.1k views

  13. Should a summary plan description explain cybersecurity?

    By Peter Gulia,   
    • 17 replies
    • 1.1k views

  14. Would this satisfy 404a5?

    By Santo Gold,
    • 2 replies
    • 390 views

  15. Disclosure of Pension to Alternate Participant

    By Carl S.,
    • 5 replies
    • 983 views

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

    By Peter Gulia,
    • 5 replies
    • 436 views

  17. Participant Request to Review Plan Financial Documents

    By cwallace,
    • 5 replies
    • 960 views

  18. DOL eDisclosure regs

    By Belgarath,
    • 1 reply
    • 648 views

  19. Electronic Disclosure and Burden of Proof

    By tsrl01,   
    • 0 replies
    • 409 views

  20. Failure to distribute SAR

    By bevfair,
    • 1 reply
    • 543 views

  21. 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
    • 718 views

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

    By Belgarath,
    • 33 replies
    • 1.4k views

  23. RMD Notice

    By JOH,
    • 0 replies
    • 797 views

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

    By Peter Gulia,   
    • 8 replies
    • 1.6k views

  25. Employee Benefit Participant Questionnaire?

    By Tax Cowboy,
    • 0 replies
    • 1.3k views
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