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Hall Legal, S.C.
Distance: 0.1 Mi324 E Wisconsin Ave Ste 1200
53202-4309 Milwaukee -
Nicholas Co Inc
Distance: 0.1 Mi700 N Water St Ste 1010
53202 Milwaukee -
Divorce Financial Solutions
Distance: 2.4 Mi2229 S Kinnickinnic Ave
53207 Milwaukee -
Highland Investment Advisors Llc
Distance: 2.3 Mi3112 W Highland Blvd
53208-3250 Milwaukee -
Speedway
Distance: 6.3 Mi4944 S Packard Ave
53110 Cudahy
Website Links
Description
On October 20, 2010, the DOL adopted a final rule requiring plan administrators to increase disclosures to participants in participant-directed ERISA plans. The new requirements are designed to improve transparency of investments, fees and expenses, allowing plan participants to make informed decisions about the management of their individual accounts. To meet this new disclosure obligation, plan administrators will have to obtain the following information from the advisers who are providing the services.
Our work product is customized to each of our clients. A thorough analysis of each client’s business and the task at hand are critical components to our solution.