To help you, as a plan sponsor, understand the disclosures you are required to make to participants, these are highlights of the regulations. On October 14, 2010, the Department of Labor (DOL) released a participant disclosure regulation under section 404 (a) of the Employee Retirement Income Security Act of 1974 (ERISA).

This document is about the fee disclosure for a 401 (k) plan provided by XYZ Company. It outlines the various investment product fees, plan administration expenses, start-up/conversion charges, and service provider termination fees associated with the plan.

This 401(k) plan fee disclosure form may assist you in making informed cost-benefit decisions with respect to your plan. The purpose of this form is to help you determine the total cost of the plan.

This page provides the latest information and resources to help financial professionals and their clients comply with fee disclosure regulations.

To stay current on any DOL fee disclosure developments, please be sure to bookmark and visit this site regularly. If your defined contribution plan is not subject to ERISA, you are not subject to these regulations. We are aware that some non-ERISA plans follow ERISA rules as …

Fee disclosure information In recent years, the U.S. Department of Labor (DOL) has released significant updates to regulations of fee disclosures to plan sponsors and plan participants.

The transitional rule for the final rule on fee disclosures for participants was revised in July 2011 so that the first disclosures would follow the effective date of the 408(b)(2) regulation. Consequently, for calendar year plans, the initial annual disclosure of "plan-level" and "investment-level"

For the past few years, fee disclosure regulations have evolved in order to provide plan participants more transparency. In this booklet, we help you understand what the regulations mean, outline our responsibilities and yours, and map out next steps so that you can feel confident that you are in compliance. A note from Bank of America Merrill ...

What is fee disclosure? The fee disclosure document summarizes certain plan-related and investment-related information pertinent to your plan that is provided for your benefit with the intent of giving you the opportunity to make informed …

The new fee disclosure regulations are designed to bring a greater level of consistency for fee reporting among retirement plan providers, which should help employees and plan sponsors make more informed