jkharvey Posted August 15, 2013 Posted August 15, 2013 I am trying to determine if this would be an item the Plan needs to disclose in 408(b)(2) notification. We are third party administrators for the 401k plan and are a CSP. We have referred the plan sponsor to a firm that does physician practice management. These services would NOT be related to the plan at all. The practice management company will pay us a "referral" or "finder's" fee as a percentage what they bill our 401k client for consulting fees. None of these are plan related fees.
Bird Posted August 19, 2013 Posted August 19, 2013 If it's not coming from the plan I don't think it's reportable. Ed Snyder
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