Retirement Plan Fee Disclosure: Changing The Game For Plan Sponsors – What You Need To Know27 Apr
by R. Dean Piccirillo, CFP®, CRPS®, AIFA® Principal/Senior Financial Advisor HBKS Wealth Advisors As many retirement plan sponsors are now aware, the Department of Labor’s three-pronged approach to fee disclosure for 401(k)s and other qualified plans, has brought about a series of changes that have marked the past several years. The first phase of these fee disclosures required disclosure from a plan sponsor to the regulator through Schedule C of Form 5500. This disclosure, through the tax return required to [Read More...]