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408(b)(2) Disclosure Roundtable Discussion

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 1100 Jericho Tpke Westbury NY 11590  See map
 Family

Have You Reviewed Your 408(b)(2) Disclosures?


If not, you could be in danger of losing millions of dollars!


On July 1st, covered service providers of ERISA-governed retirement plans were required, by law, to provide written disclosures regarding their services, fiduciary status and compensation to the "responsible plan fiduciary" of all of their existing plan clients. Responsibility has now been passed from the provider to the plan supervisor...so what now?


Don't become a victim! Learn how protect yourself and your clients from a breach of duty and the resulting fines, before it's too late!

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