Trust Updates Archive

IRS Disclosure Fees 401k Pension Plans Trust Regulatory News A.M. Publishing Garbo DOL Webcast -- Participant Fee Disclosure

(Sept. 8, 2011 --Chicago, IL) -- On September 13, the U.S. Department of Labor’s Employee Benefits Security Administration will host a webcast for plan fiduciaries and service providers on the agency’s final rule regarding participant fee disclosure. The rule is intended improve the transparency of fees and expenses for participants in 401(k)-type retirement plans.

This one-hour and fifteen minute phone conference starts at 1 pm Eastern Standard Time.

To register, Click Here.

REMINDER--IRS Phone Forum on Participant Loans:
On September 12, the I.R.S. will host a phone forum on the treatment of participant loans as distributions, their taxability, and their relationship with IRC §4975.

This one-hour phone conference starts at 2 pm Eastern Standard Time.

For more information, including how to register, Click Here.
(Please note there are other phone forums listed on this page.)

No statement in this issue is offered as or should be construed as legal opinion or advice or as an indicator of future performance.
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