FBi’s 408(b)(2) Disclosure is the industry’s most advanced system and the one most closely aligned with satisfying the regulation without the need for an additional guide or roadmap.

The features that the 408(b)(2) Disclosure System offer to assist Service Providers in meeting their obligations under the regulation include:

Simple Disclosure

  • Customized and branded to your firm
  • Detailed explanation of fiduciaries duties, reminder about value, explanation of fee types and definition of fiduciary roles
  • Compensation summary including direct and indirect compensation in both table and chart format
  • Detailed table of indirect compensation from investments
  • Services provided to the Plan Sponsor and Participants. This can be in a standard format, variable format and a format that includes frequency of services. This section also includes the disclosure of Fiduciary Status

Service Module that both Robust and Integrated

  • Services provided sections are based on FBI’s industry leading benchmarking service with design input from a multitude of advisor/consultants, Recordkeepers and Third Party Administrators
  • Using the 408(b)(2) service allows Service Providers to benchmark their plans using FBi’s benchmarking system with the push of a button

What You Need, When you Need It

  • Disclosures are on-demand
  • On-Demand Management Reporting and Analytics
  • Date Warehousing, Risk Management, Competitive Research