The new regulations under the Employee Retirement Income Security Act of 1974 (ERISA), Section 408(b)(2), and ERISA, Section 404(a)(5) make significant changes to the required disclosures to be made to both plan sponsors and plan participants and require all plan service providers to furnish more information about their services, expenses and fees. The comparative chart to the right outlines the basics of these
two regulations.

Click here for details on fee disclosures and larger view of table

Is your 401(k) plan compliant with the new regulations? Do you know all the fees your plan pays, are you ready to answer employee (participant) questions regarding the fees once they are disclosed in 2012?

Our competitive fee benchmarking service provides a detailed fee analysis of your plan and those of your peers. Contact us to begin the competitive fee benchmarking for your 401(k) plan now.

Click here for details on our fee benchmarking services

Gratke Wealth with partner organization, Retirement Plan Advisory Group, is the largest retirement plan consulting group in the nation.

Our core practice areas include 401k retirement plan investment due diligence and fund ranking, RFPs & fee benchmarkings, fiduciary compliance, employee education, intensive training and business consulting.

For more information on our partnership, click here.

Contact us to begin that process. Click here.