New Final Fee Disclosure Rules â€” What Pension Plan Fiduciaries Need to Know
Venue: Your Office
|Event Date/Time: Sep 22, 2010||End Date/Time: Sep 22, 2010|
A new rule on fee disclosures will significantly change the way plan fiduciaries work with pension plan service providers. Recently the DOL issued an interim final rule â€” which is very different from earlier proposed rules â€” requiring pension plan service providers to disclose to retirement plan fiduciaries detailed information about the fees they charge for their services, including direct and indirect compensation. The rule will apply to plan service providers that: (1) expect to receive $1,000 or more in compensation and provide fiduciary or registered investment advisory services; (2) make available plan investment options in connection with brokerage or recordkeeping services; or (3) otherwise receive indirect compensation for providing services to the plan.
This 90-minute interactive webinar is a must attend for plan fiduciaries who need quickly identify what major changes they must make and when they need to make these changes.
Learning Points and Questions To Be Answered:
â€¢ What benefit plans will these new rules affect?
â€¢ Which service providers must comply with the disclosure rules?
â€¢ What information must be disclosed?
â€¢ What action should service providers take now?
â€¢ What action should plan fiduciaries take now?
Plus â€” you'll get the chance to ask our expert your own questions before the webinar, as well as during the live Q&A session following the presentation!
Attendees Who Will Benefit From This Audio Conference Include:
â€¢ Employee benefits professionals
â€¢ Plan administrators
â€¢ Third party administrators (TPAs)
â€¢ Human resources managers who oversee employee benefit plans
â€¢ Corporate counsel
â€¢ Anyone who works on retirement plan administration