For business owners with company 401K Plans

Yesterday the Department of Labor issued helpful guidance on the new fee disclosure requirements set to start this summer.  I’m sure your Third Party Administrator will be handling this for you but as Trustee and Fiduciary of your company plan this is worth a quick review  http://www.dol.gov/ebsa/pdf/fab2012-2.pdf.

Another helpful resource all Plan Trustees and Fiduciaries should consult is the Handbook for Investment Stewards published by Fi360 and reviewed by the American Institute of Certified Public Accountants http://www.fi360.com/main/pdf/handbook_steward.pdf .

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