Which disclosure shows an investment chart including returns and fees?

The 404(a)(5) Disclosure is specifically designed to provide participants in a retirement plan with information about the plan’s investment options. This disclosure must include details about the returns, fees, and expenses associated with the investment choices available within the plan. It is mandated by the Department of Labor to ensure transparency, allowing participants to make informed decisions regarding their investments based on both performance and cost considerations.

In addition to investment returns and fees, the 404(a)(5) Disclosure requires that information is presented in a clear and understandable format, often including charts or tables, making it easier for participants to analyze and compare different investment options.

This requirement supports the overall goal of enhancing participant understanding of their plan, ultimately fostering better investment decisions and financial education regarding retirement planning. Therefore, when looking for a disclosure that includes an investment chart with returns and fees, the 404(a)(5) Disclosure is the correct choice.