Get the free 408(b)(2) Service Provider Disclosure for Qualified Plans - Part I
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SEP SUMMARY FOR EMPLOYEES
Please read together with your Employee Information sheet.
ESTABLISHMENT
OF SEP Player Employer has adopted a type of Employee benefit plan known as a simplified employee
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How to fill out 408b2 service provider disclosure
How to fill out 408b2 service provider disclosure
01
To fill out the 408b2 service provider disclosure form, follow these steps:
02
Begin by providing your name and contact information as the service provider.
03
Specify the date of the disclosure.
04
Include a statement of services, describing in detail the services you provide.
05
List any fiduciary services you offer and explain the responsibilities associated with those services.
06
Disclose all compensation that you expect to receive for your services, including both direct and indirect compensation.
07
Specify if there are any compensation changes, such as fees or expenses, that may occur in the future.
08
Provide details and explanation about any termination or penalty fees that may apply.
09
Include information about any compensation received from third parties.
10
Finally, sign and date the disclosure form before submitting it.
Who needs 408b2 service provider disclosure?
01
408b2 service provider disclosure is needed by anyone who offers services to retirement plans subject to the Employee Retirement Income Security Act (ERISA). This includes financial advisers, consultants, and other service providers who have arrangements with retirement plan sponsors.
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What is 408b2 service provider disclosure?
408b2 service provider disclosure is a disclosure required by the Department of Labor under ERISA to inform plan sponsors and participants about the fees and services provided by the plan's service providers.
Who is required to file 408b2 service provider disclosure?
All covered service providers, including investment advisors, recordkeepers, and third-party administrators, are required to file 408b2 service provider disclosure.
How to fill out 408b2 service provider disclosure?
Service providers must complete the required disclosure form with accurate information regarding the services provided, compensation received, and any potential conflicts of interest.
What is the purpose of 408b2 service provider disclosure?
The purpose of 408b2 service provider disclosure is to increase transparency and help plan sponsors and participants make informed decisions about their retirement plans by providing information on fees and services.
What information must be reported on 408b2 service provider disclosure?
The 408b2 service provider disclosure must include information on the services provided, compensation received, potential conflicts of interest, and any other information relevant to plan sponsors and participants.
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