Publications and Resources
401(k) Fee Disclosure Form. ACLI, working with the American Bankers Association and the Investment Company Institute, developed a 401(k) Fee Disclosure Form designed to assist companies in making informed cost-benefit decisions when selecting 401(k) service providers.
Under new Labor Department rules, employers now receive more detailed information about the fees and expenses associated with their retirement plans. ACLI developed a guide to help employers understand the requirements and better compare the fees charged by different service providers.
Download the guide (PDF).