BKVB Posted May 27, 2015 Share Posted May 27, 2015 We provided fee disclosure for a Plan transferring to a new service provider. The Plan offers Target Date funds - although to date no one has selected. We did not include all the Target Date funds in the initial fee disclosure. I know we need to provide disclosure but wonder if this is subject to the 30 day notice requirement? I am wondering if this would qualify as a "special situation" in the DOL guidance? Link to comment Share on other sites More sharing options...
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