Culver Retirement Services, Inc.
Culver Retirement Services, Inc.

Latest News and Upcoming Events

401(k) Fees Continue to Decline; Assets Concentrated in Larger Plans

 

 

Click here to view:  401(k) Fees Continue to Decline

1/15/2014 - Meeting Your Fiduciary Responsibilities - Department of Labor Guidelines for Employers

 

Click here to view: Meeting Your Fiduciary Responsibilities

7/22/2013 - Department of Labor permits 401(k) plans to reschedule annual disclosures (404(a)(5) disclosure) to employees.

 

Click here to view: DOL Field Assistance Bulletin No. 2013-02

7/30/2012 - Department of Labor withdraws its recent opinion in respect to SDBA's as DIA's in a 401(k).  This latest opinion may offer some (but not complete) relief from 408(b)(2) and 404(a)(5) disclosure on SDBA's.

 

Click here to view: DOL Field Assistance Bulletin No. 2012-02R

 

 

2/2/2012 - The Department of Labor's Employee Benefits Security Administration issues final rule on fee disclosure under Section 408(b)(2)

 

Final Regulation:

http://www.dol.gov/ebsa/pdf//2012-02262-PI1.pdf

 

Fact Sheet:

http://www.dow.gov/ebsa/newsroom/fs408b2finalreg.html

 




2/1/2012 - Culver Retirement Services, Inc. Welcomes You to Its New Website!

Culver Retirement Services, Inc. is online with a new website. The retirement plan consulting and administration firm hopes prospective clients will explore the full range of services online, and invites them to contact Culver Retirement Services, Inc. directly via the site.

Contact Us or Make an Appointment

For answers to your questions or to schedule an appointment, please call:

 

(303) 442-3670

 

You may research our advisors at:BrokerCheck.org

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