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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.
Reported by PLANADVISER staff
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.