Grandfathered pooled retirement account fees
The Department of Labor (DOL) issued a series of regulations to promote the transparency and accessibility of retirement plan fees, expenses and investment-related information. These regulations generally apply to ERISA qualified retirement plans - such as 401(k)) plans — but do not apply to SEP IRAs, SIMPLE IRAs, Non-ERISA 403(b) plans, 457 plans or owner-only 401(k) plans.
For additional information about these regulations and plan fiduciary responsibilities in general, please visit the Department of Labor's website at www.dol.gov/ebsa.
This website contains information specific to Edward Jones as a service provider to your plan. The information contained herein does not relate to other service providers to the plan, such as trustees, investments managers, payroll providers or third party administrators ("TPAs"). For fee and compensation information relating to those service providers, please contact those service providers directly.