Kentucky Trust Company
Hochheiser Deutsch & Co, Inc.
Pension Rights Center
Loren D. Stark Company
RTD Financial Advisors
Nicholas Pension Consultants
EPIC Retirement Plan Services
Farmer & Betts, Inc.
Retirement Plan Consultants
Retirement Industry Trust Association (RITA)
Plumbers Local Union No. 1 Benefit Funds
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|Text of Final SEC Regs on Disclosures About Portfolio Managers at Mutual Funds (PDF)|
U.S. Securities and Exchange Commission [SEC]
Aug. 27, 2004
19 pages. Excerpt: We are adopting, with several modifications to address commenters' concerns, amendments that require a fund to provide disclosure in its ... [Statement of Additional Information] regarding other accounts for which the fund's portfolio manager is primarily responsible for the day-to-day portfolio management.
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