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Aspire Financial Services

Reminder for ERISA Plans: Participant Fee Disclosure Notifications

Rule 408(b)(2) requires Covered Service Providers (CSPs) to provide to plan fiduciaries specific information on the services they provide and the compensation they receive for those services. These CSPs include ERISA fiduciary service providers, investment advisors, recordkeepers, brokers, TPAs, attorneys, actuaries and certain others.

Rule 404(a)(5) requires the plan administrator of participant-directed plans to provide participants with sufficient information to make informed decisions for their accounts. Distribution of the 404(a)(5) Participant Disclosure Notification is required once every 12 months.

Information is available in the Reports section of InvestLink.