CAA Broker Compensation Disclosure Request

Download a sample CAA Broker Compensation Disclosure to use with any of your covered service providers.


Don't Wait!

For service arrangements entered into or renewed on or after December 27, 2021, any broker, adviser, or consultant must provide the plan fiduciary a Services & Compensation Statement that describes the services to be provided to the plan. The Statement must also disclose all direct and indirect compensation, including compensation paid to any affiliates and subcontractors, who expect to receive $1,000 or more in direct or indirect compensation.

School District Saves $1.8M

Fee disclosure and transparency aren't all we do! Learn about a school district with multiple unions that was able to improve their benefits, reduce health plan costs, and offer wage increases!