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Fees and Expenses

Fees and Expenses Commentaries
Date Subject Title
08/05/11 Disclosure Fee Disclosure Deadline Extension
11/12/10 DOL Regs. Participant Disclosure Final Regs.
10/01/10 Disclosure 408(b)(2) Compensation Definition
09/16/10 Disclosure 408(b)(2) PT Exemption
07/23/10 Disclosure 408(b)(2) Fee Disclosure Final Rules
07/23/10 Supreme Court Jones v. Harris Associates L.P. Case
04/16/10 Plan Expenses Plan Expenses and Cost Cutting
03/11/09 Fund Fees
06/12/08 DOL Issues DOL Issues
05/03/07 DOL RFI DOL RFI on 401(k) Fees
04/01/04 Allocations Allocating Plan Expenses in 2004

09/11/03

12b-1 Fees

DOL Advisory and 12b-1 Fees

07/02/03 FAB 2003-3 IRS Guidance on FAB 2003-3

06/05/03

Expenses

DOL Guidance on Allocating Expenses Among Participants

 

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