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Posted by studiocenter on Jun 1, 2011

Fiduciary Liability for Participant-Directed Plans

  • 404(c) Basic Requirements
  • Automatic Disclosure
  • Disclosure on Request
  • I complied with 404(c), and all I got was this lousy T-shirt
  • Compliance Challenges
  • An Optional Safe Harbor
  • Worth the Effort?

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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