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To view our archived webinars—which cover a range of basic and advanced topics about business succession planning, ESOPs and 401(k) plans—please complete this brief form:

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401(k) Fee Disclosures and Other New DOL Regulations

Presenter: John Carl, President - Retirement Learning Center, LLC
Moderators: Tim Regnitz, Senior Vice President - SES Advisors, Inc. and Dayle Scheinman - True Freedom 401K

Description: How much are you paying in total fees for your 401(k) plan? Are you aware of how you are affected by the Department of Labor's new regulations governing 401(k) plan fee disclosures? How will you know if you and your service provider(s) are in compliance with the new trustee requirements? What information do you need to successfully complete your Form 5500? We welcome John Carl to answer your questions, explain the new requirements and how they may affect your reporting procedures, what you can expect from your plan service providers and how you can be proactive in this new process.


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