Fringe Benefit Group
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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New York City District Council of Carpenters Benefit Funds
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Great Lakes Pension Associates, Inc.
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Defined Contribution Account Manager Nova 401(k) Associates
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Retirement Solutions Specialists
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Pollard & Associates
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DOL Eliminates Fee Disclosure Requirement for Brokerage Windows
Ballard Spahr LLP Aug. 1, 2012 "While ERISA fiduciaries will welcome this news, the relief offered by the revised bulletin is limited in some respects. For example, all participant-directed investments under defined contribution plans, including brokerage windows and similar arrangements, remain subject to plan-related disclosure requirements, such as the requirement to provide participants with information about administrative fees and expenses. Moreover, the bulletin suggests that ERISA fiduciaries retain additional obligations concerning investments under a brokerage window or similar offering that the DOL intends to define by working with the benefits community to establish 'a practical and cost-effective' approach." |
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