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: