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Monday, November 26, 2012
Having distributed the first set of fee disclosure documents this summer and initial quarterly statements of plan fees and expenses this fall, it's time for 401(k) plan administrators to turn their attention to recurring year-end disclosure requirements. Upcoming deadlines include:
Due to the new fee disclosure rules, some participants may see charges deducted from their quarterly benefit statements. Have plan administrators seen any participant reaction to these disclosures?
--Vanessa Walts
Tax Law Editor (Compensation Planning)
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