The revised document provides a guide for plan sponsors to use as they develop fee disclosure materials for defined contribution plan participants, according to a CIEBA press release. The primer outlines principles on fee disclosure, general guidelines, and investment-specific information for sponsors to consider.
In addition, the booklet contains sample disclosure statements for different types of plan services and investments.
The “Defined Contribution Fee Disclosure Best Practices” primer can be accessed at http://www.afponline.org/pub/cieba/primer/ciebaprimers.html.
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