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Posted by studiocenter on Oct 3, 2011

Participant Fee Disclosure Requirements for Individual Account Plans

  • Plans Subject to the Disclosure Requirements
  • Compliance Dates
  • Who Must Provide the Disclosures?
  • Designated Investment Alternatives
  • Plan-Related Information
  • Investment-Related Information
  • Variable Rate of Return Investments
  • Fixed or Stated Rate of Return Investments
  • Website and Glossary Requirements
  • Quarterly Statements of Actual Fees and Expenses
  • Materials Provided Upon Request
  • Summary

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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