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
Sep 1 2004, 10:21 AM
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.