Your Resource Center for Managing Fee Disclosure. This site is the single source for a. One of our clients recently had a DOL audit. Among other things, the auditor was specifically looking at all fees associated with the plan. He was interested in confirming that the Plan Sponsor both understood the magnitude of fees AND the services provided for the fees. Who Needs Uncle Sam? An ove.

See what people are saying about the book. 8230;a vital reference tool for years to come. The author explains the purpose of. Mr Carosa, chief contributing editor of. Has written more than 300 articles on fiduciary and investing topics.

Saturday, January 5, 2013. Lost in the 401k fee disclosure discussion has been the impact it may have on participants. In a few short months, 401k participants will face a flood of fee disclosure notices. What they do with this information and how they react, will ultimately impact their retirement security. Uncovering hidden and abusive fees is a worthy goal and fee disclosure is likely to reduce 401k plan costs. When the upcoming fee disclosure requirements kick in, they .