Help - Search - Members - Calendar
Full Version: Quarterly Investment Management Fees - disclosure to participants
BenefitsLink Message Boards > Employee Benefits in General > Communication and Disclosure to Participants
FundeK
If a participants in a qualified plan are responsible for paying quarterly investment management fees, why type of legal requirements must the plan meet regarding disclosure of those fees?

Thanks
alanm
Put the fee and to whom it is paid in the SPD and the enrollment material and you will meet the disclosure requirements.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.