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Burdens of Knowledge
An in-depth look at Plan Sponsor duties and responsibilities stemming from new fee disclosure regulations.
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CSP Determinator

The CSP Designator is intended to assist plan sponsors and service providers to determine who if a specific arrangement or type of arrangement is covered under the 408(b)(2) fee disclosure regulation. If the arrangement is Covered then the service provider is required to make conforming disclosures to that plan sponsor or type of plan sponsor.
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Fiduciary Standards

Registered Fiduciary™ Certification

The RF™ certification prepares a candidate to comply with the regulatory requirements of acting as a fiduciary under current laws.
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ERISA Fee Disclosure

Dalbar provides an array of materials and services to inform and support the Fee Disclosure requirements that will be in full effect in 2012. These include resources for Record Keepers, Advisors, TPAs and Plan Sponsors. Many of these resources are free while there is a cost for others so please explore the areas of interest:

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The State of Social Media in Financial Services Report
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e-Delivery Benchmarks Report
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Quantitative Analysis of Investor Behavior
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