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DEPARTMENT OF LABOR Employee Benefits Security Administration 29 CFR Part 2550 IN 1210-AB08 Reasonable Contract or Arrangement Under Section 408(b)(2) Fee Disclosure AGENCY: Employee Benefits Security

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How to fill out 408b2

How to fill out 408b2:

01

Start by gathering all the necessary information required to complete the form. This may include details about the service you provide, your fees, and any potential conflicts of interest.

02

Carefully review the instructions provided with the form to ensure that you understand each section and what is required of you. Take note of any additional documentation or supporting materials that may need to be attached.

03

Begin filling out the form by entering your personal and business information in the designated fields. This may include your name, contact information, and the name of your firm or organization.

04

Move on to the section that requests information about the services you provide. Clearly describe the scope and nature of your services, ensuring that all details are accurate and comprehensive.

05

Provide a clear breakdown of your fees and compensation structure. Be transparent about how you charge for your services, including any potential conflicts of interest that may arise from your fee structure.

06

If applicable, provide information about any third-party payments or compensation you may receive as a result of your services. This includes any referral fees or revenue sharing arrangements.

07

Complete any additional sections or attachments as required. This may include providing information about any affiliations, business relationships, or disciplinary history you have.

08

Thoroughly review the completed form to ensure that all information provided is accurate and complete. Double-check that you have attached any necessary documentation or supporting materials.

Who needs 408b2:

01

Financial service providers: Professionals in the financial services industry, such as investment advisers, brokers, and insurance agents, typically need to fill out a 408b2 form. This form is required by the U.S. Department of Labor under ERISA regulations.

02

Service providers to retirement plans: Professionals who offer services to retirement plans, including 401(k) plans and pension funds, are often required to complete a 408b2 form. This helps to ensure transparency and disclosure of fees and potential conflicts of interest.

03

Employers who sponsor retirement plans: Employers who offer retirement plans to their employees and work with service providers to manage these plans may need to obtain and review the completed 408b2 forms. This allows them to assess the fees and services provided by the service providers they are working with.

Overall, the 408b2 form is aimed at promoting transparency and disclosure in the financial services industry, particularly within the context of retirement plans. It serves as a tool to ensure that service providers and employers are aware of the fees, compensation structures, and potential conflicts of interest associated with the services being provided.

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What is 408b2?

408b2 refers to a section of the Employee Retirement Income Security Act (ERISA) that requires employee benefit plan service providers to disclose specific information to plan sponsors.

Who is required to file 408b2?

Service providers who offer services to ERISA-covered plans are required to file Form 408b2 with the plan sponsors.

How to fill out 408b2?

408b2 form must include information such as services provided, compensation received, and any potential conflicts of interest.

What is the purpose of 408b2?

The purpose of 408b2 is to provide transparency to plan sponsors regarding the services provided and associated fees by service providers.

What information must be reported on 408b2?

Service providers must report information such as services provided, compensation received, and any potential conflicts of interest on Form 408b2.

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