Plan Sponsor Services and Regulations


Participant Disclosure Service - We can help you meet your Plan Sponsor requirements as outlined by the Department of Labor (DOL). Read theoverview PDF for details about the requirements. The service has an annual fee of $75.

Complete the forms below and return with your first fee payment. Call 1-800-345-3533 if you have questions or need help completing the forms.

Plan Fee Disclosure Information - This information is designed to provide the Plan Sponsor with the necessary plan fee disclosures outlined by the DOL.

Distribution Service for Qualified Retirement Plans - Let us help you manage your distribution responsibilities so you can focus on the business at hand.

Regulations and Other Information