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Retirement Plan Fee Disclosures - Prepare Now for Upcoming Changes!

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CBIZ, Inc.
CBIZ, Inc.

The document summarizes new fee disclosure requirements for plan sponsors and participants. Plan sponsors must disclose compensation received by covered service providers related to retirement plan services. Participants must receive annual disclosures about plan expenses and investment information, as well as quarterly reports on administrative and individual expenses. Failure to comply with the requirements could result in penalties for service providers.

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Fee Disclosure Requirements Tricia Cage Vice President, Senior Retirement Plan Consultant Bill Karbon Vice President, Director of Compliance October 13, 2011
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Plan Sponsor Fee Disclosures
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Participant Fee Disclosures
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