Reasonable Contract Or Arrangement Under Section 408(b)(2) Fee Disclosure Proposed Rule

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Public Comments
  1. James F. Podheiser
    December 21, 2007
  2. Gerald C. Schneider
    Judith M. Schneider
    January 10, 2008
  3. Fred Reish
    January 03, 2008
  4. Deschutes Investment Advisors
    Tim Wood
    January 14, 2008
  5. Paul Altman
    January 30, 2008
  6. Sachs Waldman
    Patricia Tarini
    January 30, 2008
  7. Donald Cull
    February 01, 2008
  8. Ian Pinto
    February 02, 2008
  9. Sheila Walkup
    February 02, 2008
  10. Rose Voigt
    February 02, 2008
  11. Tom Ruehle
    February 02, 2008
  12. Diana Redfern
    February 03, 2008
  13. Dan Oldman
    February 03, 2008
  14. J. Wilson
    February 03, 2008
  15. Jeffrey Harris
    February 07, 2008
  16. Paula Hungar
    February 03, 2008
  17. Ajit Ghorpade
    February 03, 2008
  18. Damon Kelly
    February 03, 2008
  19. Brett Barndt
    February 04, 2008
  20. Leslie Bornowsky
    February 04, 2008
  21. Bruce IIjima
    February 07, 2008
  22. Brian C. Quinn
    February 03, 2008
  23. Emir Ibrahimpasic
    February 04, 2008
  24. Valinda Stuebinger
    February 04, 2008
  25. Marie-Joele Ingalls
    February 05, 2008
  26. John Sutton
    February 05, 2008
  27. Miller Johnson
    Mary V. Bauman
    Sara B. Tountas
    February 05, 2008
  28. Edelman Financial Services
    Ric Edelman
    February 05, 2008
  29. Kathryn Lechausse
    February 05, 2008
  30. Troutman Sanders LLP
    Edie Lindsay
    February 05, 2008
  31. Morrison Cohen LLP
    Todd K. Garvelink
    February 06, 2008
  32. William Radford
    February 06, 2008
  33. Society of Professional Benefit Administrators
    Anne C. Lennan
    February 06, 2008
  34. Michael McGuire
    February 06, 2008
  35. Jamie Diamandopoulos
    February 07, 2007
  36. Carl Pattison
    February 07, 2008
  37. Douglas Silk
    February 07, 2008
  38. Kenneth Knight
    February 07, 2008
  39. Richard Wetzell
    February 08, 2008
  40. Marcia Joslyn Sill
    February 08, 2008
  41. John
    February 08, 2008
  42. NEPC
    Ross A. Bremen
    Steve F. Charlton
    February 08, 2008
  43. Standard Insurance Company, Retirement Services Division
    Miriam Lohmann
    February 08, 2008
  44. Ray Clark
    February 08, 2008
  45. Jerry and Judy Schneider
    February 08, 2008
  46. Reish Luftman Reicher & Cohen
    C. Frederick Reish
    Bruce L. Ashton
    Debra A. Davis
    February 11, 2008
  1. The SPARK Institute, Inc.
    Larry H. Goldbrum
    February 11, 2008
  2. National Coordinating Committee for Multiemployer Plans (NCCMP)
    Randy G. DeFrehn
    February 11, 2008
  3. Investment Adviser Association
    Karen L. Barr
    February 11, 2008
  4. The Bank of New York Mellon
    Leonard R. Heinz
    February 11, 2008
  5. Standard Insurance Company, Insurance Services Group Legal Department
    Phillip David
    February 11, 2008
  6. Northern Trust Corporation
    Dale K. Nichols
    February 11, 2008
  7. Matthew D. Hutcheson
    February 11, 2008
  8. Tuggle Duggins
    Kenneth M. Johnson
    February 11, 2008
  9. AARP
    David Certner
    February 11, 2008
  10. Investment Company Institute
    Mary Podesta
    February 11, 2008
  11. American Society of Pension Professionals & Actuaries (ASPPA) and Council of Independent 401(k) Recordkeepers (CIKR)
    Brian H. Graff
    Tommy Thomasson
    Teresa T. Bloom
    Robert M. Richter
    Debra A. Davis
    February 11, 2008
  12. TIAA-CREF
    Daniel J. Keniry
    February 11, 2008
  13. Independent Insurance Agents & Brokers of America, Inc. (IIABA)
    Robert Rusbuldt
    February 11, 2008
  14. Pharmaceutical Care Management Association (PCMA)
    Barbara A. Levy
    February 11, 2008
  15. Financial Services Roundtable
    Richard M. Whiting
    February 11, 2008
  16. Vanguard
    F. William McNabb
    February 11, 2008
  17. PNC Financial Services Group, Inc.
    James S. Keller
    February 11, 2008
  18. Callan Associates Inc.
    Lori Lucas
    Ronald D. Peyton
    February 11, 2008
  19. Branch Banking & Trust Co. (BB&T)
    Brent Peters
    February 11, 2008
  20. Pension Consultants, Inc.
    Christopher R. Thixton
    Mark S. Zielinski
    Marina B. Wiley
    February 11, 2008
  21. Fidelity
    Douglas O. Kant
    February 12, 2008
  22. WAMA Actuarial & Consulting, LLC
    James G. Auger
    February 11, 2008
  23. Watson Wyatt
    Robyn R. Credico
    Lisa Arko
    Alec Dike
    February 11, 2008
  24. America's Health Insurance Plans (AHIP)
    Thomas J. Wilder
    February 11, 2008
  25. Eggertsen & Associates, P.C.
    John Eggertsen
    Michele Rivas
    February 11, 2008
  26. Financial Planning Association
    Daniel Berry
    February 11, 2008
  27. Council of Insurance Agents & Brokers
    Ken A. Crerar
    February 11, 2008
  28. State Street Corporation
    Stefan M. Gavell
    February 11, 2008
  29. American Council of Life Insurers
    Walter C. Welsh
    James H. Szostek
    February 11, 2008
  30. Great-West Retirement Services
    Charles Nelson
    February 11, 2008
  1. American Benefits Council
    Jan M. Jacobson
    February 11, 2008
  2. Fiduciary Risk Management, LLC
    Jessica Flores
    Bert Carmody
    February 12, 2008
  3. Wagner Law Group
    Marcia S. Wagner
    February 11, 2008
  4. Millar, Schaefer, Hoffmann & Robertson
    David G. Millar
    February 11, 2008
  5. Groom Law Group
    Stephen M. Saxon
    Jennifer E. Eller
    February 11, 2008
  6. The Segal Company
    Margery Sinder Friedman
    February 12, 2008
  7. Barclays Global Investors
    Kristi Mitchem
    February 12, 2008
  8. Hewitt Associates
    Cynthia W. Milstead
    Steven Honig Fein
    February 12, 2008
  9. Securities Industry and Financial Markets Association
    Liz Varley
    February 12, 2008
  10. ERISA Industry Committee (ERIC), College and University Professional Association for Human Resources (CUPA-HR), National Association of Manufacturers (NAM), Profit Sharing/401k Council of America (PSCA), Society for Human Resource Management (SHRM), U.S.
    Mark J. Ugoretz
    Josh Ulman
    David L. Wray
    Michael P. Aitken
    Randel K. Johnson
    Aliya Wong
    February 14, 2008
  11. Blue Cross and Blue Shield Association
    Jane Galvin
    February 11, 2008
  12. IRA Group
    Richard K. Matta
    February 11, 2008
  13. Members of United States Congress
    George Miller
    Edward M. Kennedy
    Rob Andrews
    Tom Harkin
    Herbert H. Kohl
    February 14, 2008
  14. WellPoint, Inc.
    Stephen J. Northrup
    February 14, 2008
  15. Joint Submission of Six Taft-Hartley Multiemployer Plans
    Arnold and Kadjan
    February 11, 2008
  16. Covington & Burling LLP
    Amy N. Moore
    Katherine Mineka
    February 15, 2008
  17. American Bankers Association
    Lisa J. Bleier
    February 19, 2008
  18. JPMorgan Chase & Co.
    Lynn Shipman
    Bruce Gallant
    February 20, 2008
  19. Managed Funds Association
    Richard H. Baker
    February 27, 2008
  20. Guidant Financial Group, Inc.
    Joe Wishcamper
    February 27, 2008
  21. AFS Financial Group
    Alexander G. Assaley, III
    February 28, 2008
  22. Stable Value Investment Association (SVIA)
    Gina Mitchell
    March 07, 2008
  23. Janet Holmes
    March 06, 2008
  24. Jackson Kelly PLLC
    Kevin A. Wiggins
    March 13, 2008
  25. Richard Perlin
    May 04, 2008
  26. Conrad Siegel Actuaries
    Bob Mrazik
    June 9, 2008
  27. Bruce and Debbie Rennecker
    July 22, 2008
  28. Group of 11 Associations
    September 24, 2008
Requests to Testify
Expand All
  1. The SPARK Institute, Inc.
    Larry H. Goldbrum
    February 27, 2008
  2. Covington & Burling LLP
    Katherine Mineka
    February 27, 2008
  3. American Benefits Council
    Jan Jacobson
    February 27, 2008
  4. Profit Sharing/401(k) Council of America
    Edward Ferrigno
    February 27, 2008
  5. American Society of Pension Professionals & Actuaries (ASPPA); Council of Independent 401(k) Recordkeepers (CIKR)
    Brian H. Graff
    February 28, 2008
  6. Investment Adviser Association
    Karen Barr
    March 06, 2008
  7. Pharmaceutical Care Management Association (PCMA)
    William J. Kilberg
    March 07, 2008
  8. Hewitt Associates LLC
    Cynthia W. Milstead
    March 07, 2008
  9. AARP
    David Certner
    March 10, 2008
  10. Matthew D. Hutcheson
    March 10, 2008
  1. Investment Company Institute
    Michael L. Hadley
    March 10, 2008
  2. Fidelity
    Douglas O. Kant
    March 10, 2008
  3. Managed Funds Association
    Jennifer Han
    March 10, 2008
  4. America's Health Insurance Plans (AHIP)
    Thomas J. Wilder
    March 10, 2008
  5. American Bankers Association
    Lisa J. Bleier
    March 10, 2008
  6. Jackson Kelly PLLC
    Kevin A. Wiggins
    March 13, 2008
  7. Securities Industry and Financial Markets Association (SIFMA)
    Elizabeth Varley
    March 19, 2008
  8. WellPoint, Inc.
    Judith A. Langer
    March 19, 2008
  9. Fiduciary Risk Management, LLC
    Bert M. Carmody
    March 19, 2008
  10. U.S. Chamber of Commerce
    Aliya Wong
    March 19, 2008
  1. Council of Insurance Agents & Brokers
    Cameron Findlay
    March 20, 2008
  2. Self-Insurance Institute of America, Inc.
    Ashley Gillihan
    March 20, 2008
  3. WAMA Actuarial & Consulting, LLC
    James Auger
    March 20, 2008
  4. Groom Law Group on behalf of a group of financial institutions and administrative service providers
    Stephen M. Saxon
    Jennifer E. Eller
    March 20, 2008
  5. Pension Consultants, Inc.
    Chris Thixton
    March 20, 2008
  6. American Council of Life Insurers (ACLI)
    James H. Szostek
    March 20, 2008
  7. The Vanguard Group, Inc.
    Dennis Simmons
    March 20, 2008
  8. Groom Law Group on behalf of a group of client companies that provide actuarial and capital consulting services
    Stephen M. Saxon
    Jennifer E. Eller
    March 20, 2008
Testimony On Reasonable Contract Or Arrangement Under § 408(b)(2)

March 31, 2008 Hearing Transcript | April 1, 2008 Hearing Transcript
If you want to obtain a copy of the court reporter's official transcript, you should contact the court reporter, Neal R Gross, at 202.234.4433. Also, please be advised that, as with all unedited transcripts, there might be errors in this transcript. Therefore, the transcript should not be quoted without checking with the speaker for confirmation of the quote.