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Further Questions and Answers on Brokerage Accounts
FIS Relius Link to more items from this source
[Guidance Overview]
Aug. 7, 2012
"This Technical Update focuses on plans which provide participants the option to direct their investments through brokerage accounts, and do not otherwise provide a set of designated investment alternatives (DIAs) for participant selection. [Questions include:] Is such a plan a participant directed plan subject to the new participant fee disclosure regulations? ... Is the brokerage account a DIA? Are the investments selected through the brokerage accounts DIAs? ... Since the plan does not have any DIAs, must it provide a comparative chart of investments?"

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