First Webinar focused exclusively on plan sponsor solutions

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A guide to interpreting your retirement plan fees in the era of regulated fee disclosure.
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For your convenience Dalbar has posted the 4 items that will be useful to your continued understanding of the final 408(b)(2) regulation. Please see the following DoL documents: the 408(b)(2) Final Regulation, the 408(b)(2) Fact Sheet-Final and the 408(b)(2) Changes to Final Fee Disclosure Rule. We are also including a summary document from Dalbar; titled the Impact of Final Fee Disclosure Regulations - ERISA 408(b)(2).


The Department of Labor issued answers to 38 frequently asked questions ("FAQ"), relating to participant fee disclosures under ERISA § 404(A)(5). This review includes 15 of the FAQs that are judged to have a significant effect on the disclosures of a large portion of the retirement plan community. Learn More.


New fee disclosure regulations require Plan Sponsors to actively monitor and evaluate retirement plans. Engaging Dalbar's expertise provides compliance insight and minimizes the impact on current business activities. Learn More


A look at the implications of the US Department of Labor’s final regulations concerning retirement plan participant disclosures. Read Paper