Department of Labor (“DOL”) fee disclosure regulations are in full effect. You have access to more information than ever before to help evaluate the effectiveness of your retirement plan. But with this greater access comes more responsibility—you need to ensure your service provider compensation is reasonable and that participant disclosures are delivered in a timely manner. We not only keep you up-to-date on the latest regulatory developments, but also work with you to develop a course of action to keep your plan in compliance. We support you with:
This material is for informational or educational purposes only and does not constitute a recommendation or investment advice in connection with a distribution, transfer or rollover, a purchase or sale of securities or other investment property, or the management of securities or other investments, including the development of an investment strategy or retention of an investment manager or advisor. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made in consultation with an investor’s personal advisor based on the investor’s own objectives and circumstances.
The TIAA group of companies does not provide tax or legal advice. Please consult with your legal or tax advisor.