Castle Rock Launches Fee Disclosure Review Service

October 8, 2012 ( – Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors with 408(b)(2) compliance.

By Kristen Heinzinger | October 08, 2012

Through the service, plan sponsors are provided with a review of the 408(b)(2) disclosures received from the covered service providers to the responsible plan fiduciaries for completeness; written certification of the results; a fee benchmarking report to assist in determining reasonableness of plan costs; and a one-hour consultation to review the documentation and additional steps if necessary.

The Fee Disclosure Review Service is available for a one-time fee of $1,250. For more information, contact Michele Suriano at or at 303-725-7086.