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401(k) PLAN FEE DISCLOSURE FORM For Services Provided by Nationwide Total Plan Expenses Role(s) performed by service provider (check all that apply) Custodian/Trustee Record KeeperThirdParty Administrator

How to fill out 401k plan fee disclosure

How to fill out 401k plan fee disclosure

1. To fill out a 401k plan fee disclosure, follow these steps:
2. Start by obtaining the necessary forms and documents from your employer or plan provider.
3. Review the instructions provided with the fee disclosure form to ensure you understand the requirements.
4. Enter your personal information, including your name and employee identification number, in the designated fields.
5. Carefully review the list of fees and expenses associated with your 401k plan. Ensure all necessary fees are disclosed accurately.
6. If you have any questions or need clarification on any of the fees, contact your employer or plan provider for assistance.
7. Once you have reviewed and verified the information, sign and date the fee disclosure form.
8. Keep a copy of the completed fee disclosure form for your records, and submit the original form as directed by your employer or plan provider.

Who needs 401k plan fee disclosure?

1. Employers offering 401k plans to their employees are required to provide a 401k plan fee disclosure.
2. Employees participating in a 401k plan need to receive the fee disclosure to understand the fees and expenses associated with their retirement savings accounts.
3. Additionally, individuals considering enrolling in a 401k plan should seek the fee disclosure to evaluate the costs and make an informed decision.

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