News & Analysis as of

Participant-Directed Plans 403(b) Plans

Franczek P.C.

SEC Issues Rule 482 No-Action Relief to Non-ERISA 403(b), 457 Plans

Franczek P.C. on

The Securities and Exchange Commission (SEC) issued a no-action letter extending relief to certain investment-related information provided to participants in non-ERISA 403(b), 457(b), and other qualified participant-directed...more

Patterson Belknap Webb & Tyler LLP

Update: One-Time Extension for Furnishing Annual Fee Disclosures to Participants

Earlier this month we reminded you that plan administrators of participant-directed ERISA defined contribution retirement plans (e.g., 401(k) plans, 403(b) plans, profit sharing plans and money purchase plans) had to...more

Ogletree, Deakins, Nash, Smoak & Stewart,...

DOL Provides Fee Disclosure Relief

The U.S. Department of Labor (DOL) released Field Assistance Bulletin (FAB) 2013-02 on July 22, 2013, which provides plan administrators of individual account plans with participant-directed investments (such as 401(k) and...more

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