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New Retirement Plan Fee Disclosures: Getting Ahead of the July 16, 2011, Deadline
Thompson Hine Link to more items from this source
[Guidance Overview]
Sept. 1, 2010

Excerpt: Although the Schedule C fee reporting rules and the new fee disclosure regulations are similar, the disclosure and reporting requirements imposed by the fee disclosure regulations place significant new burdens on service providers to disclose the fees they expect to receive from retirement plans. In addition, plan sponsors must confirm that proper disclosures are made. Accordingly, both retirement plan sponsors and retirement plan service providers need to be prepared to identify, track and properly disclose compensation paid for services provided to retirement plans.

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