Products February 15, 2011

DALBAR Creates Fee Disclosure Solution

DALBAR and FiduciaryPlanReview.com announced a joint venture to deliver fee disclosure materials that will be required by brokers/dealers under the new 408(b)(2) regulations.
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The service, 408(b)(2) Delivery, collects the necessary data through an automated interface with retirement plan recordkeepers, verified and complemented by input from advisers. It is already open for enrollment, so as to meet the new deadline of January 1, 2012 (see “EBSA Sets New 408(b)(2) Deadline for January 2012“).  

Visit http://www.DALBAR.com or e-mail info@DALBAR.com for a description of the 408(b)(2) Delivery service.

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