In October, 2010, the Department of Labor (DOL) issued regulations requiring the disclosure of fees and expenses by plan fiduciaries to their eligible employees and plan participants.
This regulation covers defined contribution plans that permit participants to direct the investment of their own accounts and that are subject to the Employee Retirement Income Security Act of 1974 (ERISA).
The participant disclosures intended to satisfy 404a-5 disclosure requirements are mailed to all participants recorded on the Program’s recordkeeping system annually, and posted on the Program website after login.
The disclosures intended to meet the 408(b)(2) disclosure requirements are issued to Program plan sponsors annually. Plan sponsors may request additional disclosures at any time by e-mail to “firstname.lastname@example.org.”
Representatives – Questions?
Our representatives are here to answer your questions.
Please read the Program Annual Disclosure Document (April 2016) carefully before investing. This Disclosure Document contains important information about the Program and investment options. Contact us at: email@example.com.
Voya Financial Partners, Voya Retirement Advisors, Voya Financial Advisors are members of the Voya family of companies (“Voya”). Voya, the ABA Retirement Funds, Mercer Trust Company, TD Ameritrade, and state and local bar associations are separate, unaffiliated entities, and not responsible for one another’s products and services.