Preparing Your 2016 Participant Fee Disclosures
This webinar is for ERISA Plan Sponsors where TIAA is your exclusive service provider.
As the Plan Sponsor of an ERISA retirement plan, you are required to provide plan participants with an annual Plan and Investment Notice as a part of the Department of Labor’s (DOL’s) regulations.
This live webinar will focus on step-by-step instructions and show you how Disclosure Assist transforms the annual participant disclosure process into specific tasks tailored to your service model. Attending the webinar will help you understand:
- The DOL regulation pertaining to the annual participant disclosure deadline
- How Disclosure Assist®, our web-based tool, can help you create and deliver your disclosures
- How to create and upload needed files
- Key steps for timely delivery