In 2012, new Department of Labor (DOL) guidelines became effective regarding service provider and participant fee disclosures that apply to ERISA plan sponsors. The following Service Provider Disclosure and Participant Disclosure materials are provided to help you understand the new regulations and how they impact your role as a plan sponsor.

Service Provider Disclosure

Communication tools that you can use to help your plan participants understand the documents you provide them:

Communication tools that you can use to help your plan participants understand the documents you provide them:

  • Glossary explains general terms found in various materials.

 

For more information, please contact your representative.