Even though the Bush administration did not finalize its proposed
"408(b) (2) regulations," financial institutions will still need to
focus on fee disclosure to employee benefit plan clients. Attendees
will learn about the already-in-effect requirements imposed in
connection with the employee benefit plan Form 5500 annual report
process and how financial institutions are getting ready to comply for
the 2009 plan reporting year. Prospects for additional regulation
and/or new legislation, as well as fee disclosure issues that are
developing in court cases, will also be reviewed.
