Jump to content

Fee Disclosure Vendors

Recommended Posts

We are a large not-for-profit sponsoring 4 retirement plans. We have three vendors, 50+ funds, and no central recordkeeping system. We are currently using TIAA-CREF's Disclosure Assist product and are not satisfied. It is cumbersome to work with, unable to be customized for our needs, and results in a disclosure document in which is very hard for participants to find the information they need.

Can anyone recommend another product which would allow us to consolidate the information from three vendors into one document, and mail or email over 52,000 disclosures?

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now

  • Create New...