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PROFILE

Welcome to the DALBAR Fee Disclosure Evaluation & Recommendation Confidential Plan Sponsor Profile site. If you have not yet used the site, please click Register below and complete the necessary information. Once registered, you may login to start a fee disclosure profile and access further instructions.
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In addition to providing your account information, you need to select a default payment arrangement. This information will be used as part of the invoicing process. DALBAR will review your selection and either inform you of its approval or discuss other arrangements.
Who will pay for the Certificate of Reasonableness?