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Home» Covered Service Provider (CSP) Disclosure Review Checklist

Covered Service Provider (CSP) Disclosure Review Checklist

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You have received your IRC 408(b)(2) disclosures from your covered service providers. Have you looked at them? Do you know what you are looking for?

This checklist should help as you review your CSP disclosures for content. You may also want to use the Identify Your Covered Service Provider checklist on this page.

Finally, refer to ErisaALERT 2012-14 Covered Service Provider Fee Disclosure to bring it all together.

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