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Certification of Reasonableness of Plan Services
A prudent process required for responsible plan fiduciaries ('Plan Sponsors") to comply with the requirements of ERISA 408(b)(2). Certification consists of submitting a profile of plan data and Plan Sponsor opinions of services which are evaluated by DALBAR's proprietary fee evaluation algorithm and certified when results indicate reasonableness.


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Certification of Plan Fee Disclosure
Disclosure formats used by Covered Service Providers are evaluated and certified when they meet regulatory requirements, achieve the intent of the regulation, are understandable by intended recipients, are well presented and are usable in determining the necessity, reasonableness of services and cost. Applicants submit representative samples of disclosure documents via e-mail for a price quotation. Contact DALBAR for a specific price quote for your particular plan.

Certification of Participant Fee Disclosure
Certifications can apply to annual comparative investment disclosures, annual statements of plan services and costs quarterly statements of actual participant expenses. Disclosures are evaluated and certified when they meet regulatory requirements, achieve the intent of the regulation, are understandable by intended recipients, are well presented and are avoid disruption and confusion for participants. Applicants submit representative samples of disclosure documents via e-mail for a price quotation. Contact DALBAR for a specific price quote for your particular plan

 
 

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