EPIC Retirement Plan Services
Randall & Hurley, Inc.
Loren D. Stark Company
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|Possible Window for Delivery of Participant Fee Disclosures (PDF)|
Jan. 22, 2015
"On January 9, the DOL submitted to the OMB a direct final amendment to their disclosure regulation that would make a technical adjustment to the timing requirement for annual disclosure by adding a window period for delivery. The amendment would provide plan administrators with flexibility in furnishing annual fee disclosures to participants and beneficiaries. The change is considered noncontroversial and therefore it likely will be approved and become effective shortly thereafter."
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