Fidelity Investments / 401(k) - Fee Disclosure Statements



New US Department of Labor regulations require that each participant receive a fee disclosure statement about your 401(k) plan. The initial statement will be sent April of 2012 and updated annually thereafter.  As our recordkeeper and trustee, Fidelity Investments will send these statements to each participant.  If you have an email account on file with Fidelity, you will receive your statement online.  If you do not have an email listed online, you will receive your disclosure statement through the US Postal Service.

Below are two articles published by Fidelity, which will help you understand the fee disclosure statements.

-Learning the Impact of the New Regulation

-Understanding Fees and Expenses


Questions can be directed to Fidelity Investments at 1-800-835-5095.