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Fee Disclosure Vendors


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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?

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