Now that we have the final 408(b)(2) fee disclosure regulations, and the effective dates for both the sponsor-level and participant-level disclosures are set (July 1 and August 30, respectively), it's time to start thinking about the final push towards compliance.
Whether you are a financial advisor, a TPA, a plan sponsor or a participant, you need to be thinking about what you need to do now to prepare for those effective dates.
If you are a financial advisor, a TPA, or any other professional who provides services to retirement plans that are subject to ERISA, you should already know if you are a covered service provider (and thus subject to the disclosure requirements of the 408(b)(2) regulations).
Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.
Your access to unlimited BenefitsPRO content isn’t changing.
Once you are an ALM digital member, you’ll receive:
- Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
- Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
- Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
Already have an account? Sign In
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
