Now that we have the final 408(b)(2) fee disclosure regulations, and the effective dates for both the sponsor-level and participant-level disclosures are set (July 1 and August 30, respectively), it's time to start thinking about the final push towards compliance.
Whether you are a financial advisor, a TPA, a plan sponsor or a participant, you need to be thinking about what you need to do now to prepare for those effective dates.
If you are a financial advisor, a TPA, or any other professional who provides services to retirement plans that are subject to ERISA, you should already know if you are a covered service provider (and thus subject to the disclosure requirements of the 408(b)(2) regulations).
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