Communication and Disclosure to Participants

343 topics in this forum

1. Summary Annual Reports

   By PJ2009, September 10, 2009
   • 2 replies
   • 14.9k views
   • 
   • PJ2009
   • September 10, 2009

2. Fund Change Notice and Related Fee Disclosures

   By 401 Chaos, August 28, 2012
   • 5 replies
   • 14.2k views
   • 
   • John Feldt ERPA CPC QPA
   • October 1, 2015

3. Spanish SPD

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

4. Corrected 1099-R for Prior Tax Year

   By Guest CTB, January 15, 2009
   • 4 replies
   • 8.5k views
   • 
   • Guest
   • February 18, 2009

5. Happy anniversary Dave

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

6. Notice Required for VFCP

   By Guest PJTEN, February 16, 2010
   • 3 replies
   • 6.8k views
   • 
   • Guest
   • July 9, 2010

7. Who gets a copy of the SPD?

   By Guest ElKH, August 5, 2003
   • 6 replies
   • 6.4k views
   • 
   • E as in ERISA
   • August 6, 2003

8. Establishing a 529 Business

   By Guest AHayhow, April 25, 2002
   • 4 replies
   • 6.2k views
   • 
   • four01kman
   • March 31, 2003

9. Fund Changes

   By Guest johnberube, July 1, 2009
   • 1 reply
   • 5.5k views
   • 
   • Guest
   • July 3, 2009

10. Summary Annual Report due date?

    By Peter Gulia, April 29, 2015
    • 2 replies
    • 5.5k views
    • 
    • Peter Gulia
    • April 29, 2015

11. DOL auditor and reality check

    By John Feldt ERPA CPC QPA, April 18, 2012
    • 6 replies
    • 5.3k views
    • 
    • Bird
    • April 30, 2012

12. How to administer an ESOP and complete the IRS 5500?

    By Jilliandiz, September 17, 2003
    • 2 replies
    • 5.1k views
    • 
    • Theresa Lynn
    • September 22, 2003

13. Posting information on workplace bulletin board

    By Guest Tammy2006, January 14, 2006
    • 7 replies
    • 4.9k views
    • 
    • Effen
    • January 17, 2006

14. Return to sender or wrong address

    By benpat3, July 7, 2008
    • 9 replies
    • 4.9k views
    • 
    • John Feldt ERPA CPC QPA
    • August 25, 2008

15. Looking for companies who have put their SPDs on an Intranet

    By Guest tmrichardson, November 5, 1999
    • 5 replies
    • 4.8k views
    • 
    • Guest
    • December 9, 2003

16. SPD distribution

    By Scuba 401, February 19, 2003
    • 1 reply
    • 4.7k views
    • 
    • Guest
    • February 19, 2003

17. Due Date for Next Annual 404a-5 Fee Disclosure

    By ERISA1, September 24, 2012
    • 7 replies
    • 4.6k views
    • 
    • Belgarath
    • January 31, 2013

18. 404(c) now that 404a regs are in place

    By Belgarath, May 20, 2013
    • 0 replies
    • 4.6k views
    • 
    • Belgarath
    • May 20, 2013

19. IRS Code Section 6057(e)

    By Guest bgrazetti, December 3, 2003
    • 2 replies
    • 4.5k views
    • 
    • Harwood
    • December 3, 2003

20. SPD Distribution Five-Year Rule

    By Guest Ann Caresani, July 15, 1999
    • 5 replies
    • 4.5k views
    • 
    • Peter Gulia
    • March 7, 2014

21. Tax question

    By Guest Nautical, September 13, 2005
    • 5 replies
    • 4.4k views
    • 
    • Guest
    • September 15, 2005

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

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

23. Special Tax Notice

    By MSN, September 30, 2009
    • 20 replies
    • 4.4k views
    • 
    • GMK
    • March 16, 2010

24. Administration's financial education efforts

    By Theresa Lynn, September 28, 2004
    • 0 replies
    • 4.2k views
    • 
    • Theresa Lynn
    • September 28, 2004

25. Permitted Disparity

    By Guest jetfaninmn, May 7, 2007
    • 1 reply
    • 4.2k views
    • 
    • John Feldt ERPA CPC QPA
    • May 7, 2007