Fee and Investment Disclosure Requirements for Participant-Directed Plans | Practical Law

Fee and Investment Disclosure Requirements for Participant-Directed Plans | Practical Law

A Note providing an analysis of the disclosure requirements for participant-directed defined contribution plans under the Employee Retirement Income Security Act of 1974 (ERISA). This Note describes the disclosure requirements for participant-directed investments that plan administrators must comply with under final regulations issued by the Department of Labor in 2010, which became effective beginning August 30, 2012, and includes updates made to the regulations by the DOL to date.

Fee and Investment Disclosure Requirements for Participant-Directed Plans

Practical Law Practice Note 7-506-5295 (Approx. 24 pages)

Fee and Investment Disclosure Requirements for Participant-Directed Plans

by Carol I. Buckmann, Cohen & Buckmann, P.C. with Practical Law Employee Benefits & Executive Compensation
A Note providing an analysis of the disclosure requirements for participant-directed defined contribution plans under the Employee Retirement Income Security Act of 1974 (ERISA). This Note describes the disclosure requirements for participant-directed investments that plan administrators must comply with under final regulations issued by the Department of Labor in 2010, which became effective beginning August 30, 2012, and includes updates made to the regulations by the DOL to date.