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This document informs participants of updates to their retirement plan\'s fee disclosure due to the discontinuance of the Managed Path service and the introduction of the Manage My Retirement service. It outlines the changes and provides essential contact information for inquiries.

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What is participant fees disclosure statement?

A participant fees disclosure statement is a document that provides information regarding the fees and expenses associated with a retirement plan, helping participants understand how these costs can impact their savings.

Who is required to file participant fees disclosure statement?

Employers or plan sponsors who offer retirement plans such as 401(k)s are required to file participant fees disclosure statements.

How to fill out participant fees disclosure statement?

To fill out the participant fees disclosure statement, plan sponsors must gather information on all fees charged to the plan, categorize them, and report them in accordance with the regulatory guidelines provided by authorities such as the Department of Labor.

What is the purpose of participant fees disclosure statement?

The purpose of the participant fees disclosure statement is to promote transparency by informing plan participants about the fees they will incur, enabling them to make informed decisions about their retirement savings.

What information must be reported on participant fees disclosure statement?

The statement must report all fees and expenses, including investment fees, administrative costs, and any other charges that may affect the participant's account balance.

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