The Department of Labor (DOL) has recently released new FINAL rules regarding the ERISA 408(b)(2). These disclosure rules become effective April 1, 2012. Service and fee disclosure regulations – ERISA Section 408(b)(2) applies to retirement plan service providers effective April 1, 2012. New 408(b)(2) Service Provider Disclosures: A description of the services provided Whether services provided [...]
If you are a fiduciary of your companies’ 401(k) plan are you aware of you responsibilities? Do you have the best interest of the company and the 401(k) plan in mind? Here a good discussion about fiduciary responsibility: http://bit.ly/jzcgvT. For more information call Maria Arriola at 714.569.1000.
On Thursday, Nov. 5 th our very own Maria T. Arriola stole the show at the Transamerica Retirement Services Breakfast for Financial Advisers. The presentation was attended by over 30 different businesses that operate in the retirement services arena and Maria was invited to co-present along with Dave Wilkins, Regional Vice President of Transamerica Retirement [...]