Events

New Retirement Plan Fee Disclosure Requirements: What You Need to Know and Do Now

May 23, 2012

Please join us on Wednesday, May 23rd for a one hour presentation on the new retirement plan fee disclosure rules, which become effective this summer. Learn what steps your plan fiduciaries should take to ensure compliance with the new service provider and participant-level fee disclosure requirements, including:

• how to determine which of your plan’s service providers are covered by the new rules;
• how to negotiate fee disclosure provisions in contracts with your plan’s service providers;
• how to determine whether your plan’s service provider fee disclosure complies with the new rules; and
• what disclosures must be provided to your plan participants and when such disclosures must be provided.

To hear an audio playback of the webcast, please click here.

Panelists:

Edward P. Smith
Marjorie M. Glover
David Gallai
Rachel M. Santangelo

Date:

Wednesday, May 23, 2012
Luncheon: 12:00 p.m. – 12:30 p.m.
Presentation: 12:30 p.m. – 1:30 p.m.

Location:

Chadbourne & Parke LLP
30 Rockefeller Plaza
(between 5th and 6th Avenues)
36th Floor Board Room
New York 

Presentation Materials:

• Power Point Presentation on New Retirement Plan Fee Disclosure Requirements -- May 23, 2012
• Q&A on Service Provider Fee Disclosure Regulations
• Q&A on Participant-Level Fee Disclosure Regulations
• Reasonable Contract or Arrangement Under Section 408(b)(2)--Fee Disclosure; Final Rule
• Fiduciary Requirements for Disclosure in Participant-Directed Individual Account Plans; Final Rule 
• DOL Field Assistance Bulletin No. 2012-02; Fee Disclosure Guidance 
• Technical Release 2011-03R; Revised Interim Policy on Electronic Disclosure, December 8, 2011
• DOL Fact Sheet on Participant-Level Fee Disclosure Regulations
• DOL Fact Sheet on Service Provider Fee Disclosure Regulations 

CLE Credit:

Chadbourne & Parke LLP is certified by the New York State Continuing Legal Education Board as an accredited provider of continuing legal education programs. This program is transitional and suitable for both newly admitted and experienced lawyers. Attorneys who attend this program will receive one CLE credit (Professional Practice).

• Attorney Affirmation New York CLE Credit Form