Viewpoints about 408(b)(2) fee disclosure

  • A guide to 408(b)(2) fee disclosures for retirement plan sponsors

    ERISA Section 408(b)(2) stipulates that covered service providers must disclose information about their services and fees in writing to the plan’s fiduciaries. And as a fiduciary, you must evaluate the disclosures and determine whether the cost of services provided by the plan’s CSPs is reasonable.

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