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Disclosure Requirements
In addition to our commitment to provide you and your employees with low-cost, high-value retirement plan solutions, Mutual of Omaha is dedicated to providing you with the latest regulatory information, especially as new fee disclosure deadlines approach.
Please reference the information below to prepare for the changes that will occur over the next several months. The Mutual of Omaha fact sheet and Department of Labor links represent the very latest information available. Please check back often for updates.
May 21 Webinar to Showcase Our New Fee Disclosure Notice
Please accept our invitation to a webinar that will help you understand Mutual of Omaha’s soon to-be-released fee disclosure notice. The webinar will feature a discussion and show the new document associated with ERISA § 408(b)(2).
Our presentation will focus on your role as a plan sponsor and take a close look at the fees you are paying for the quality service Mutual provides to assist you as you help your participants save for their retirement years.
Monday, May 21
10 – 11 a.m. CT
Mutual of Omaha Fact Sheets:
Department of Labor Links
- Final regulation
- Fact Sheet
- Changes to Final Fee Disclosure Rule
- News Release
- US Department of Labor extends and aligns applicability dates for retirement plan fee disclosure rules
- Interim Final Regulation Relating to Improved Fee Disclosure for Pension Plans
- Federal Register – Rules and Regulations
- Understanding Retirement Plan Fees And Expenses