FeeDisclose408 — ERISA 408(b)(2) Fee Disclosure Generator

Generate Your 408(b)(2) Disclosure in Minutes

ERISA requires covered service providers to deliver compliant fee disclosures to plan fiduciaries under 29 CFR 2550.408b-2. Skip the $2,000–$8,000 attorney fee. Generate yours instantly.

$149

Retirement Plan
CSP Disclosure

$199
Health Plan
CSP Disclosure
Includes FAB 2022-02

$299

Both Plan Types
Combined

$599/mo

Consultant License
Unlimited Disclosures

Step 1: Provider Type

Select the type of covered service provider disclosure you need to generate.

Retirement Plan CSP

$149

29 CFR 2550.408b-2 — 401(k), 403(b), pension plans

Health Plan CSP

$199

DOL FAB 2022-02 — insurance carriers, TPAs, PBMs

Both Plan Types

$299

Combined retirement + health plan disclosure

Consultant License

$599/mo

Unlimited disclosures for TPAs & ERISA firms

Step 2: Service & Provider Details

CSP (Service Provider) Legal Name *

CSP Address

CSP EIN (optional)

Plan Name(s) Served *

Plan Fiduciary Name (plan administrator or trustee) *

Service Agreement Effective Date *

Email (for delivery) *

Services Provided (select all that apply) *

Investment advisory/management Recordkeeping Third-party administration Brokerage services Consulting/advisory Actuarial services Legal services Accounting services Insurance carrier PBM services Stop-loss insurance Healthcare administration

Step 3: Compensation Disclosure

ERISA requires disclosure of all direct and indirect compensation. Be specific about amounts, formulas, or estimates.

Direct Compensation (from plan or plan sponsor) *

Indirect Compensation (from third parties, e.g. 12b-1 fees, sub-TA fees)

Transaction-Based Compensation (per-trade, per-service fees)

Step 4: Fiduciary & Regulatory Status

Select all that apply to your firm: We provide investment advice for a fee and act as an investment advice fiduciary under ERISA Section 3(21) We are a Registered Investment Adviser (SEC or state-registered) We use subcontractors or subleased employees to provide services to the plan

Step 5: Review & Payment

Your 408(b)(2) disclosure document will be generated and available for download immediately after payment. Review by qualified ERISA plan counsel is recommended before delivering to plan fiduciaries.

Generating Your Disclosure...

This takes 30–60 seconds. Don't close this tab.

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Your Disclosure is Ready!

Your ERISA 408(b)(2) Covered Service Provider Disclosure Notice has been generated.

⬇ Download Disclosure (.docx)

This document was generated for informational purposes. Review by qualified ERISA plan counsel is recommended before delivery to plan fiduciaries.

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