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ERICA Section 408(b)(2) Fee Disclosure Form
The following template can serve as a disclosure document for use in complying with the
disclosure requirements of Section 408(b)(2).
The ADV Part 2A Brochure
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How to fill out 408b2 form
How to fill out ERISA Section 408b2 fee?
01
Gather all necessary information: Begin by collecting all relevant information required to complete the ERISA Section 408b2 fee disclosure form. This may include details about the plan sponsor, plan administrator, service providers, and the services they offer.
02
Identify covered service providers: Determine which service providers fall under the definition of a covered service provider (CSP) as defined by ERISA Section 408b2. CSPs are required to disclose detailed information about their services, compensation, and potential conflicts of interest.
03
Review compensation arrangements: Analyze the compensation arrangements between the plan and the covered service providers. This includes understanding how the service providers are compensated and whether any indirect compensation is involved. Ensure all compensation and fee disclosures align with ERISA Section 408b2 requirements.
04
Prepare the fee disclosure document: Create a comprehensive fee disclosure document that includes all necessary information. This document should list all covered services provided, compensation arrangements, any conflicts of interest, and other relevant details required by ERISA Section 408b2.
05
Review and revise as needed: Carefully review the fee disclosure document to ensure it is accurate and complete. Make any necessary revisions or updates to reflect the current nature of the plan and its service providers.
Who needs ERISA Section 408b2 fee?
01
Retirement plan sponsors: Plan sponsors, such as employers or organizations that maintain a retirement plan subject to ERISA, are generally required to comply with ERISA Section 408b2 fee disclosure requirements. They must ensure that all covered service providers furnish the required fee disclosures.
02
Covered service providers: Covered service providers who provide services to retirement plans, such as financial advisors, recordkeepers, and trustees, are also obligated to comply with ERISA Section 408b2 fee disclosure requirements. They must provide comprehensive and transparent information about their compensation and potential conflicts of interest.
03
Plan participants: While plan participants may not directly fill out the ERISA Section 408b2 fee disclosure, they benefit from the transparency and awareness it creates. This information allows them to understand the fees and compensation arrangements associated with their retirement plan, enabling them to make informed decisions about their investments and financial future.
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What is erisa section 408b2 fee?
Erisa section 408b2 fee is a disclosure requirement for service providers to ERISA-governed retirement plans.
Who is required to file erisa section 408b2 fee?
Service providers to ERISA-governed retirement plans are required to file erisa section 408b2 fee.
How to fill out erisa section 408b2 fee?
Erisa section 408b2 fee can be filled out by providing the required information about the services provided and fees charged.
What is the purpose of erisa section 408b2 fee?
The purpose of erisa section 408b2 fee is to enhance fee transparency and enable plan fiduciaries to make informed decisions.
What information must be reported on erisa section 408b2 fee?
Information such as a description of services provided, fees charged, and any conflicts of interest must be reported on erisa section 408b2 fee.
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