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The Final Fee Disclosure Regulations Have Arrived
April 1, 2012
The service provider fee disclosure rules are effective on July 1, 2012. In addition, since the participant-level fee disclosure rules are so closely linked, their effective date has also been pushed back to July 1st.
Participant Fee Disclosure Requirements for Individual Account Plans
November 1, 2011
Plan sponsors of individual account plans are encouraged to understand and plan ahead for the new reporting and disclosure requirements. Timely reporting and disclosure is necessary to satisfy fiduciary duties under ERISA.