Education & Resources
Regulatory Updates | Webcasts | Important Information | FAQ
Regulatory Updates
DailyAccess Fee Disclosure Initiatives
Summary of the DOL's regulatory initiatives regarding fee disclosure and the actions that DailyAccess is taking to assist our clients in complying with these new rules.
DOL Fee Disclosure Initiatives - Impact on Plan Sponsors and Plan Participants
Review of the DOL’s regulatory initiatives focused on increasing awareness by both plan sponsors and plan participants regarding fees and expenses charged to retirement plans.
DOL Fee Disclosure Initiatives - Impact on Broker/Dealers
Review of the DOL's final regulations under ERISA §408(b)(2) requiring comprehensive disclosure of services and fees to responsible plan fiduciaries by most plan service providers.
Webcasts
June 14, 2012
Plan Sponsor and Participant Fee Disclosures
Watch the Webcast | Download the Presentation Slides
March 1, 2012
DOL Fee Disclosure Initiatives - Final 408(b)(2) Regulations
Watch the Webcast | Download the Presentation Slides
February 8, 2012
Compliance Testing 101
Watch the Webcast | Download the Presentation Slides
October 13, 2011
Understanding Plan Fees and Expenses
Watch the Webcast | Download the Presentation Slides
September 13, 2011
DOL - Transparency of Fees and Expenses for Workers in 401(k)-Type Retirement Plans
Watch the Webcast
July 14, 2011
Participant Investment and Fee Disclosures
Watch the Webcast | Download the Presentation Slides
June 16, 2011
Service Provider Fee Disclosure Requirements
Watch the Webcast | Download the Presentation Slides
Important Information
July 12, 2012
Important News about the Affordable Care Act
May 31, 2012
Model Portfolios and DOL Guidance
May 10, 2012
Financial Resource Center Update
February 10, 2012
Flexible Benefits New Enhancements for 2012
February 6, 2012
IRS Releases Findings from Questionnare
February 3, 2012
DOL Releases Final Service Provider Disclosure Regulations
December 2, 2011
DailyAccess Moves From Estimated To Actual Fee Process
November 29, 2011
IRS News and Updates
(2012 Retirement Plan Limits; Form 8955-SSA Filing Requirements; Fee Disclosure Updates)
November 17, 2011
Pension Funding for 2012
