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How to Become a Fee Disclosure Expert

The Six Simple Steps

  1. Go through 2 hours of training (if you are familiar with ERISA)

  2. Once training is complete, take and pass the exam and then present the value of the DALBAR Solution to your clients

  3. Assist your clients in preparing the plan profile

  4. Explain/interpret the results for your client

  5. Implement changes with your client as needed

  6. Repeat the process annually

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