Monday, November 15, 2010

401(k) Fee Disclosures

The DOL has undertaken a 3-part project on 401(k) fee disclosures with focus on:


  • Provider fees disclosed on Form 5500 Schedule C
  • Provider-to-Sponsor fee disclosure
  • Sponsor-to-Participant Fee Disclosure
I was featured in an Employee Benefit News podcast this month on the topic: "5 Minutes With".

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