Fee Disclosures

Duration: 60 Min.

New regulations require plans and administrators to provide participants with specific information about investment choices, plan fees and such. The disclosures must be furnished to participants annually, and participants must also be given information about any fees assessed to their accounts on a quarterly basis. Relius now has tools and reports available to help you enter, update and document all of this information. That's important because the first annual disclosure report is due at the end of August 2012. And for calendar plan years, the first quarterly fee assessment report is due no later than November 14, 2012.

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