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Participant Fees Disclosure StatementPlan: City of Tigard 401 General and Nonsworn Governmental Money Purchase Plan & Trust Subscription: City of Tigard Created: 01/11/2021Account Number: 6284121You

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How to fill out participant fees disclosure statement

01

Obtain the participant fees disclosure statement form from the appropriate authority or organization.

02

Read the instructions carefully to understand the requirements for filling out the form.

03

Gather all the necessary information related to participant fees, including any fees charged, terms and conditions, and any additional disclosures required.

04

Fill out the form accurately and provide all the requested information.

05

Double-check the form to ensure that all the information provided is correct and complete.

06

Sign and date the form as required.

07

Submit the completed participant fees disclosure statement to the appropriate authority or organization within the specified deadline.

Who needs participant fees disclosure statement?

01

Financial institutions, such as banks or credit unions, who offer products or services involving participant fees.

02

Financial advisors or investment firms who charge fees to their clients for managing their investments.

03

Companies or organizations that offer retirement plans or pension funds and need to disclose the fees associated with these plans.

04

Any other entity or individual involved in providing financial services or products that include participant fees.

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What is participant fees disclosure statement?

The participant fees disclosure statement is a document that outlines the fees and expenses associated with a retirement plan or investment account.

Who is required to file participant fees disclosure statement?

Employers or plan administrators who offer retirement plans or investment accounts that have fees and expenses associated with them are required to file participant fees disclosure statement.

How to fill out participant fees disclosure statement?

To fill out a participant fees disclosure statement, you must gather all relevant information about the fees and expenses associated with the retirement plan or investment account and accurately report them on the form.

What is the purpose of participant fees disclosure statement?

The purpose of the participant fees disclosure statement is to provide transparency to plan participants about the fees and expenses associated with their retirement plan or investment account.

What information must be reported on participant fees disclosure statement?

The participant fees disclosure statement must report all fees and expenses associated with the retirement plan or investment account, including administrative fees, investment management fees, and any other fees charged to participants.

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