Useful Resources
Use these resources to help you learn about factors that could affect your retirement, and more.
Questions Answered
- Are You Ready for 408(b)(2) Disclosures?
- How Prepared are You to Answer Tough Questions from Participants Following the ERISA 404(1)(5) Disclosures?
Planning Tools & Calculators
Laws and Regulations
- US Department of Labor – ERISA Description
- ERISA U.S. Legal Code
- Are You Ready for 408(b)(2) Disclosures?
- US Department of Labor – Consumer Information on Pension Plans
- Pension Protection Act of 2006
Opinions, Discussion and Whitepapers
Fee Disclosure Failure Notice
IMPORTANT! Effective September 14, 2012, the DOL is eliminating the previously available email address (OE-DelinquentSPnotice@dol.gov) and Responsible Plan Fiduciaries must file required notices with the DOL under the 408(b)(2) regulation’s fiduciary class exemption provision through the following mail or web-based channels:
US MAIL:
U.S. Department of Labor
Employee Benefits Security Administration
Office of Enforcement
P.O. Box 75296
Washington, DC 20013or
WEB-BASED:
Fee Disclosure Failure Notice
