Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Possible Window for Delivery of Participant Fee Disclosures (PDF)
Buck [Guidance Overview] Jan. 22, 2015
"On January 9, the DOL submitted to the OMB a direct final amendment to their disclosure regulation that would make a technical adjustment to the timing requirement for annual disclosure by adding a window period for delivery. The amendment would provide plan administrators with flexibility in furnishing annual fee disclosures to participants and beneficiaries. The change is considered noncontroversial and therefore it likely will be approved and become effective shortly thereafter."
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