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Trinity Pension Consultants Presents: Fee Disclosure Rules Video Series
Beginning July 1, the new Fee Disclosure Rules, or 408(b)2, will take effect in the retirement plan industry. These rules require financial advisors to disclose all services and fees, including direct and indirect compensation given to third-party administrators.
As a leader in the industry, Trinity has made it a point to always disclose all fees and use these revenue sharing opportunities to help offset direct fees for service.
Trinity has created a series of videos explaining the new Fee Disclosure Rules, the first of which describes the three most important things you need to know.
You can view the video by visiting:
Stay tuned for the next video in our series, which details the first type of revenue sharing: Retain and Keep.
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