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Fee Disclosures and Comparative Charts (PDF)
The Wagner Law Group Link to more items from this source
[Guidance Overview]
June 1, 2014

"Field Assistance Bulletin 2013-02 provided plan sponsors of participant-directed plans with a one-time reset of the timing for their annual comparative chart so that the distribution of the annual required comparative chart could be coordinated with other participant disclosures.... Plans that were in the process of providing the comparative charts when the Field Assistance Bulletin was issued continue to have the opportunity to align the timing of the distribution of the comparative chart with other participant disclosures by delaying the 2014 disclosure until as late as February 2015."

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