FundeK Posted July 14, 2004 Posted July 14, 2004 If a participants in a qualified plan are responsible for paying quarterly investment management fees, why type of legal requirements must the plan meet regarding disclosure of those fees? Thanks
alanm Posted September 1, 2004 Posted September 1, 2004 Put the fee and to whom it is paid in the SPD and the enrollment material and you will meet the disclosure requirements.
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