The Australian Securities and Investments Commission (ASIC) recently released Regulatory Guide, Fee Disclosure Statements (RG245) provides guidance on the whos, whens, whats and hows of giving an FDS.
The U.S. Department of Labor has required 401(k) plans to send an annual fee disclosure statement to 401(k) participants for the past three years. This document lists the costs and investment ...
401(k) disclosures provide detailed information about the fees and expenses associated with your retirement plan. The costs associated with a 401(k) can significantly impact your retirement savings ...
The financial planning industry has welcomed the new regulatory guidance on fee disclosure, though some argue it should have applied only to new clients. The Australian Securities and Investments ...
When fee disclosures follow the letter of the law. Nov. 8, 2012— -- Quarterly 401(k) statements have always been vague at best regarding the fees that are being deducted from your accounts. New ...
More than a decade after the Department of Labor instituted changes to boost fee understanding among 401(k) plan sponsors and participants, a new report from the Government Accountability Office ...