Communication and Disclosure to Participants

326 topics in this forum

1. Failure to distribute SAR

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

2. 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
   • 362 views
   • 
   • Belgarath
   • June 3

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

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

4. RMD Notice

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

5. 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
   • 1,351 views
   • 
   • Peter Gulia
   • December 17, 2019

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

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

7. 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
   • 840 views
   • 
   • Mike Preston
   • November 1, 2019

8. Employee Benefit Participant Questionnaire?

   By Tax Cowboy, May 30, 2019
   • 0 replies
   • 993 views
   • 
   • Tax Cowboy
   • May 30, 2019

9. Fee Dislcosure -- Incorrect Administrative Expense Reflected

   By Princess(k), September 27, 2018
   • 1 reply
   • 1,289 views
   • 
   • QP_Guy
   • September 28, 2018

10. Spanish SPD

    By Guest kurt johansen, August 13, 1999
    • 17 replies
    • 8,063 views
    • 
    • Peter Gulia
    • June 14, 2018

11. COBRA & Vision

    By Benefits 101, May 24, 2018   

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

12. Technical Release 2011-03R

    By ERISAAPPLE, November 17, 2017   

    • electronic dislcosures
    • 0 replies
    • 1,284 views
    • 
    • ERISAAPPLE
    • November 17, 2017

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

    By frank1971, November 7, 2017
    • 3 replies
    • 1,675 views
    • 
    • John Feldt ERPA CPC QPA
    • November 8, 2017

14. QDIA Notice Requirements

    By Nassau, October 19, 2017
    • 3 replies
    • 1,411 views
    • 
    • Gilmore
    • October 21, 2017

15. 408b-2 Disclosures and the fiduciary rule

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

16. BICE Exemption

    By TCM72, August 15, 2017   

    • bice
    • dol rule
    • (and 1 more)

      Tagged with:

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

17. 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
    • 739 views
    • 
    • My 2 cents
    • June 23, 2017

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

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

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

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

20. Verbal Communication of Employer Match

    By jpdrews, December 29, 2016
    • 12 replies
    • 1,817 views
    • 
    • jpdrews
    • January 4, 2017

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

    By Peter Gulia, December 27, 2016   

    • notice; electronic
    • 15 replies
    • 1,068 views
    • 
    • GMK
    • December 29, 2016

22. 404(c) disclosures

    By Belgarath, November 1, 2016
    • 3 replies
    • 1,723 views
    • 
    • John Feldt ERPA CPC QPA
    • November 3, 2016

23. 404a-5 disclosure, for past-performance information which date?

    By Peter Gulia, October 14, 2016   

    • 404a-5
    • 2 replies
    • 823 views
    • 
    • Peter Gulia
    • October 14, 2016

24. coverting participant directed plan to trustee directed

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

25. Dealing with Returned Mail

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