ERISA Fee Disclosure Regulations You Need To Know...
If you are an HR professional or senior level executive responsible for fiduciary oversight of an employer-sponsored defined contribution retirement plan, including 401(k) and 403(b), then you will want to visit this website. I recently assisted my client, Eldridge Investment Advisors, with getting the content from their Fiduciary Responsibility Workshop posted to their website. It includes the keynote presentation by Mary Rosen, J.D., associate regional director, Employee Benefits Security Administration of the U.S. Department of Labor, and includes full audio recordings of the event so that you can listen along as if you were there.
To view the presentation and listen to the audio, click on: "Fiduciary Responsibility & Pending Fee Disclosure Regulations," which covers the requirements and upcoming deadlines for service provider fee disclosure and participant-level fee disclosures under ERISA 408(b)(2) for plan sponsors.