The July 1 effective date for the new 408(b)(2) regulation is fast approaching. While the industry is in the midst of preparing disclosures of the direct and indirect compensation earned by covered service providers to covered retirement plans, keep in mind that the new regulation deals with not only dollars and basis points, but nonmonetary compensation, too.

Please see the attached article for further discussion.


Latest Resources


April 20, 2023

Groom Event


March 23, 2023

George Washington University Law School