Plan sponsor's disclosure obligations to plan participants — ERISA Section 404(a)(5)


Plan sponsors of participant-directed ERISA retirement plans have an obligation under ERISA Section 404(a)(5) to comply with requirements to disclose plan-related and investment-related information to eligible participants and beneficiaries on an annual and quarterly basis.

Fee disclosure resources

Important Information:

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.