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Erisa Fee Compliance Audit Report
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Fiduciary Adviser Disclosure Investment Advice Services ...
www.fidelity.comFiduciary Status and Compliance When we provide investment advice to you regarding your workplace plan, IRA, or HSA within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, we are a fiduciary within the meaning of these laws governing retirement accounts.
Reporting and Disclosure Guide for Employee Benefit Plans
www.dol.govSummary Annual Report (SAR) Narrative summary of the Form 5500. See 29 CFR § 2520.104b-10(d) for prescribed format. Participants and those pension plan beneiciaries receiving beneits. For plan years beginning after December 31, 2007, the SAR is no longer required for deined beneit pension plans to which Title IV