Fiduciary Standards
Registered Fiduciary™ Certification
The RF™ certification prepares a candidate to comply with the regulatory requirements of acting as a fiduciary under current laws. Learn more
Computer Model Certification
Overcome the fiduciary hurdle by certifying a computer model to comply with advice regulations. Learn more
ERISA Fee Disclosure
CSP Determinator
This service assists plan sponsors and service providers determine if a specific arrangement or type of arrangement is covered under the 408(b)(2) fee disclosure regulation and subject to its requirements. Learn more
Fee Disclosure Resources
Dalbar provides an array of materials and services to inform and support the Fee Disclosure requirements that will be in full effect in 2012. Although there is a cost for some resources, many of them are free, so please explore areas of interest:
Burdens of Knowledge
An in-depth look at Plan Sponsor duties and responsibilities stemming from new fee disclosure regulations. Learn more/Order report