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ERICA Section 408(b)(2) Disclosure Document
City Private Bank Investor Accounts
Introduction
This disclosure document (Disclosure Document) provides an overview of the fees and other compensation
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How to fill out erisa section 408b2 disclosure
How to fill out ERISA Section 408(b)(2) disclosure:
01
Begin by gathering all the necessary information and documentation required for the disclosure. This may include details about the services provided, compensation received, and potential conflicts of interest.
02
Clearly identify and describe the services provided to the plan sponsor or fiduciary. This should include a comprehensive list of all services, such as investment advice, administrative services, or recordkeeping.
03
Disclose all direct and indirect compensation received by the service provider. This includes any fees, commissions, revenue sharing, or other forms of compensation that may be received from third parties related to the services provided.
04
Provide a breakdown of the compensation structure. This should detail how the service provider is compensated, whether it is based on a percentage of assets under management, flat fee, or any other agreed-upon method.
05
Include information regarding any potential conflicts of interest. This involves disclosing any relationships or affiliations that may create a conflict between the service provider's interests and the best interests of the plan participants.
06
Clearly state the manner and frequency in which the service provider will provide the disclosure. This can include providing a written document, electronic communication, or other agreed-upon methods.
Who needs ERISA Section 408(b)(2) disclosure?
01
Plan sponsors or fiduciaries who utilize the services of a service provider, such as investment advisors, recordkeepers, or consultants.
02
Service providers who are compensated for their services through direct or indirect fees received from a plan covered by ERISA.
03
Plan participants who have a right to know how their plan fees are being allocated and what potential conflicts of interest may exist with the service provider.
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