For your convenience Dalbar has posted the 4 items that will be useful to your continued understanding of the final 408(b)(2) regulation. Please see the following DoL documents: the 408(b)(2) Final Regulation, the 408(b)(2) Fact Sheet-Final and the 408(b)(2) Changes to Final Fee Disclosure Rule. We are also including a summary document from Dalbar; titled the Impact of Final Fee Disclosure Regulations - ERISA 408(b)(2).

Dalbar provides an array of materials and services to inform and support the Fee Disclosure requirements that will be in full effect in 2012. These include resources for Record Keepers, Advisors, TPAs and Plan Sponsors. Many of these resources are free while there is a cost for others so please explore the areas of interest:

• Record Keeper Resources
• Advisor and TPA Resources
• Plan Sponsor Resources

New fee disclosure regulations require Plan Sponsors to actively monitor and evaluate retirement plans. Engaging Dalbar's expertise provides compliance insight and minimizes the impact on current business activities. Learn More



A look at the implications of the US Department of Labor’s final regulations concerning retirement plan participant disclosures. Read Paper