New SEC Guidance on Disclosures

The SEC has issued updated guidance on the investment disclosures that must be made to retirement plan participants.  You can view the SEC’s Guidance Update by clicking here.  The fact sheets MATC has created as part of our full service ModelxChange offering assist you in meeting these standards, though we encourage you to review any disclosure text you have created with your compliance and legal team to ensure it follows  SEC requirements.

If you have any questions or need help updating your fact sheets, please contact us at 800-693-7800.