Communication and Disclosure to Participants

343 topics in this forum

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

   By Belgarath, May 26, 2020
   • 33 replies
   • 1.3k views
   • 
   • austin3515
   • June 1, 2020

2. Special Tax Notice

   By MSN, September 30, 2009
   • 20 replies
   • 4.3k views
   • 
   • GMK
   • March 16, 2010

3. Spanish SPD

   By Guest kurt johansen, August 13, 1999
   • 17 replies
   • 9.1k views
   • 
   • Peter Gulia
   • June 14, 2018

4. Should a summary plan description explain cybersecurity?

   By Peter Gulia, April 28, 2021   

   • spd
   • 17 replies
   • 1.1k views
   • 
   • Peter Gulia
   • April 30, 2021

5. 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
   • 16 replies
   • 1.8k views
   • 
   • Suzanne85
   • July 9, 2021

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

   By Peter Gulia, December 27, 2016   

   • notice; electronic
   • 15 replies
   • 1.7k views
   • 
   • GMK
   • December 29, 2016

7. SPD incorporated into Plan Document

   By jstorch, July 16, 2003
   • 14 replies
   • 2.9k views
   • 
   • jstorch
   • July 28, 2003

8. black out notice

   By Lori H, May 21, 2008
   • 14 replies
   • 3.4k views
   • 
   • Kimberly S
   • May 28, 2008

9. "Deconstructed" SPD Info on Company Website / Intranet

   By 401 Chaos, June 29, 2010
   • 14 replies
   • 4.4k views
   • 
   • IRA
   • June 23, 2011

10. 408b-2 Disclosures and the fiduciary rule

    By RatherBeGolfing, June 16, 2017
    • 14 replies
    • 1k views
    • 
    • Belgarath
    • October 12, 2017

11. 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, 2020   

    • defaul electronic disclosure
    • 14 replies
    • 715 views
    • 
    • Belgarath
    • June 3, 2020

12. Disclosure of minutes

    By Guest, August 9, 2000
    • 13 replies
    • 3.3k views
    • 
    • pjkoehler
    • August 10, 2000

13. Verbal Communication of Employer Match

    By jpdrews, December 29, 2016
    • 12 replies
    • 2k views
    • 
    • jpdrews
    • January 4, 2017

14. Notice for filing Form 5300

    By Guest Erisanubee, January 27, 2009
    • 11 replies
    • 2.2k views
    • 
    • Guest
    • January 28, 2009

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

    By kwalified, December 14, 2016
    • 11 replies
    • 1.1k views
    • 
    • My 2 cents
    • June 1, 2017

16. SPD Software

    By Guest Patrick Martino, August 23, 2001
    • 10 replies
    • 3.2k views
    • 
    • Guest
    • August 5, 2002

17. Happy anniversary Dave

    By david rigby, July 27, 2005
    • 10 replies
    • 7.4k views
    • 
    • Belgarath
    • April 30, 2007

18. notice of post-mastectomy coverage

    By Guest Linda P, November 6, 1998
    • 9 replies
    • 2.2k views
    • 
    • Guest
    • January 7, 1999

19. Return to sender or wrong address

    By benpat3, July 7, 2008
    • 9 replies
    • 4.8k views
    • 
    • John Feldt ERPA CPC QPA
    • August 25, 2008

20. Disclosure notice for family only 401k

    By pgold, October 3, 2013
    • 9 replies
    • 1.6k views
    • 
    • Belgarath
    • October 4, 2013

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

    By Peter Gulia, November 4, 2020   

    • smm; spd
    • 9 replies
    • 1.1k views
    • 
    • Peter Gulia
    • May 27, 2021

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

    By cheersmate, January 7, 2022   

    • request for documents
    • participant request
    • (and 1 more)

      Tagged with:

      • request for documents
      • participant request
      • disclosure requirements
    • 9 replies
    • 967 views
    • 
    • Bri
    • January 18, 2022

23. Feedback on Provider Listing requirement of SPDs

    By Guest joebellis, January 16, 2002
    • 8 replies
    • 2.6k views
    • 
    • Guest
    • January 17, 2002

24. Electronic Distribution of SPDs

    By PJ2009, April 20, 2009
    • 8 replies
    • 2.8k views
    • 
    • Peter Gulia
    • October 22, 2015

25. Participant directed and quarterly valued outlawed in real world?

    By Jim Chad, September 27, 2011
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • March 28, 2012