October 08, 2012
--- Castle
Rock Investment Company rolled out the Fee Disclosure Review Service to assist
plan sponsors with 408(b)(2) compliance. ---
Through the service, plan sponsors are provided with a
review of the 408(b)(2) disclosures received from the covered service providers
to the responsible plan fiduciaries for completeness; written certification of
the results; a fee benchmarking report to assist in determining reasonableness
of plan costs; and a one-hour consultation to review the documentation and
additional steps if necessary.
The Fee Disclosure Review Service is available for a
one-time fee of $1,250. For more information, contact Michele Suriano at msuriano@castlerockinvesting.com
or at 303-725-7086.
Kristen Heinzinger