The new resources from The Principal include:
- White paper by noted ERISA attorney Jamey Delaplane, partner, Davis & Harman LLP, “New Fee Disclosure Rule for Retirement Plan Service Providers: What Financial Professionals Need to Know,” helps financial professionals understand the new rule and how it may affect them and their clients.
- Commitment of Services: Financial professionals can customize this document to outline the services they provide and demonstrate the value they bring to their clients.
- Checklist for Financial Professionals: This high-level overview of ERISA §408(b)(2) helps financial professionals determine their approach for complying with the new regulation.
In August, Principal launched the Web site to help educate advisers and sponsors about the Department of Labor’s (DoL) new fee disclosure regulation (see “Principal Unveils Fee Disclosure Site“).
All of these resources can be found at www.principal.com/feedisclosure