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401kfeedisclosure.dalbar.com

ERISA Fee Disclosure Solutions > Home

Plan Profile & Certification. Blogging About Fee Disclosure. Your Resource Center for Managing Fee Disclosure. This site is the single source for a. Of ERISA's Fee Disclosure regulations. Read more. One of our clients recently had a DOL audit. Among other things, the auditor was specifically looking at all fees associated with the plan. He was interested in confirming that the Plan Sponsor both understood the magnitude of fees AND the services provided for the fees. Read more. Who Needs Uncle Sam? An ove...

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ERISA Fee Disclosure Solutions > Home | 401kfeedisclosure.dalbar.com Reviews
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Plan Profile & Certification. Blogging About Fee Disclosure. Your Resource Center for Managing Fee Disclosure. This site is the single source for a. Of ERISA's Fee Disclosure regulations. Read more. One of our clients recently had a DOL audit. Among other things, the auditor was specifically looking at all fees associated with the plan. He was interested in confirming that the Plan Sponsor both understood the magnitude of fees AND the services provided for the fees. Read more. Who Needs Uncle Sam? An ove...
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ERISA Fee Disclosure Solutions > Home | 401kfeedisclosure.dalbar.com Reviews

https://401kfeedisclosure.dalbar.com

Plan Profile & Certification. Blogging About Fee Disclosure. Your Resource Center for Managing Fee Disclosure. This site is the single source for a. Of ERISA's Fee Disclosure regulations. Read more. One of our clients recently had a DOL audit. Among other things, the auditor was specifically looking at all fees associated with the plan. He was interested in confirming that the Plan Sponsor both understood the magnitude of fees AND the services provided for the fees. Read more. Who Needs Uncle Sam? An ove...

INTERNAL PAGES

401kfeedisclosure.dalbar.com 401kfeedisclosure.dalbar.com
1

Blogging About Fee Disclosure

http://401kfeedisclosure.dalbar.com/News/BloggingAboutFeeDisclosure/tabid/573/Default.aspx

Plan Profile & Certification. Blogging About Fee Disclosure. Blogging About Fee Disclosure. Blogging About Fee Disclosure. Blogging About Fee Disclosure. To subscribe to an RSS feed of the blog. How Regulators Can Target Excessive Fee Situations. By Louis S. Harvey, CEO Dalbar, Inc. on Jun 17, 2012. So you think you are safe, think again! I got my 401(k) fee disclosures so what do I do now? By Louis S. Harvey, CEO Dalbar, Inc. on Jul 02, 2012. Being Reasonable: The Essence of 408(b)(2). Plan sponsors esc...

2

Win, Win, Win ... A Better 401(k) Plan

http://401kfeedisclosure.dalbar.com/News/Blog/DNNArticleView/tabid/578/ArticleId/17/Win-Win-Win-A-Better-401-k-Plan.aspx

Plan Profile & Certification. Blogging About Fee Disclosure. Blogging About Fee Disclosure. Win, Win, Win . A Better 401(k) Plan. Blogging About Fee Disclosure. Blogging About Fee Disclosure. Win, Win, Win . A Better 401(k) Plan. By Louis S. Harvey, CEO Dalbar, Inc. on Dec 18, 2012. A New Years Wish: Making 401(k) Plans Better. Is there a common good that will benefit all? But increasing fees is not the answer either. Since this will have the opposite effect on plan sponsors and participants. Increased c...

3

Fee Disclosure Experts

http://401kfeedisclosure.dalbar.com/FeeDisclosureExperts/tabid/561/Default.aspx

Plan Profile & Certification. Blogging About Fee Disclosure. Search for Fee Disclosure Experts by Name. Become an ERISA Fee Disclosure Expert. Follow "The Six Simple Steps" to becoming a Fee Disclosure Expert. Resources available to ERISA Fee Disclosure Experts. Plan Profile and Certification.

4

ERISA Fee Disclosure Solutions > Papers & Reports

http://401kfeedisclosure.dalbar.com/PapersReports/tabid/559/Default.aspx

Plan Profile & Certification. Blogging About Fee Disclosure. A look at the implications of the US Department of Labor’s final regulations concerning retirement plan participant disclosures. This paper describes the effect that fee disclosures will have on plan participants and the industry (free). A paper that details new plan sponsor duties and responsibilities under new fee disclosure requirements. An Executive Summary of ERISA Risks. Electronic Disclosure for ERISA 404(a)(5) Participant Fee Disclosure.

5

Disclosure Transparency Deadline Looms

http://401kfeedisclosure.dalbar.com/News/Blog/DNNArticleView/tabid/578/ArticleId/16/Disclosure-Transparency-Deadline-Looms.aspx

Plan Profile & Certification. Blogging About Fee Disclosure. Blogging About Fee Disclosure. Disclosure Transparency Deadline Looms. Blogging About Fee Disclosure. Blogging About Fee Disclosure. Disclosure Transparency Deadline Looms. By Louis S. Harvey, CEO Dalbar, Inc. on Nov 07, 2012. Dalbar examines disclosure to assess whether the information is provided and its usefulness to plan sponsors in meeting the requirement to determine if services being provided to the plan are necessary, reasonable and cos...

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What Are High Fees Costing You?

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401k Fee Disclosure News & Advice from Experts

Or call (919) 313-6669. Record Keepers & TPAs. Learn about our fee assessment process. Visit our online Resources page. Download our free whitepaper. Survive the coming 401K fee disclosure audits. Get your whitepaper now. Are your fees reasonable? Welcome to 401kFeeDisclosure.com, where busy plan sponsors and responsible plan fiduciaries find help managing the regulatory burden of service provider fee disclosure under ERISA 408(b)(2). 401k Fee Disclosure News. Tussey v. ABB Continues. Our whitepaper answ...

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ERISA Fee Disclosure Solutions > Home

Plan Profile & Certification. Blogging About Fee Disclosure. Your Resource Center for Managing Fee Disclosure. This site is the single source for a. Of ERISA's Fee Disclosure regulations. Read more. One of our clients recently had a DOL audit. Among other things, the auditor was specifically looking at all fees associated with the plan. He was interested in confirming that the Plan Sponsor both understood the magnitude of fees AND the services provided for the fees. Read more. Who Needs Uncle Sam? An ove...

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