McGraw-Hill Financial Communications is offering an interactive education tool for plan providers to help educate participants about the fees associated with their retirement plans.
Effective Jan. 1, 2012, new disclosures from service providers to plan sponsors will be required. These disclosures must be in writing and must disclose specific information to the plan sponsors about the service providers' services and fees. McGraw-Hill has created a packaged solution of professionally written articles, customizable handouts, and interactive charts, which provides the foundation for investors to better understand their investment choices.
The interactive education module includes:
- Understanding Plan and Investment Fees: A Glossary of Key Terms (article)
- New Fee Disclosure Rules Help Make Costs More Transparent (article)
- Will Fee Disclosure Provide More Clarity or Confusion? (article)
- Mutual Fund Sales Charges, Fees, and Expenses (article)
- How Do Fees Impact Investment Returns? (customizable handout)
- The Impact of Fees on Investment Returns (interactive chart)
Optional add-ons include:
- Mutual Fund Cost Calculator
- Mutual Fund Fee Comparison Calculator
- eProspectus Tool
All of the content is easy to implement and designed to take on the look and feel of whichever website it is added to. Alternatively, companies can use the pieces as stand-alone printed materials or incorporate the content into an existing brochure or educational guide. Companies can also leverage social media or other content delivery methods to share the information other ways.
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