Tag: Fees

Plan sponsors have a number of factors to consider when comparing investment, insurance and drawdown options for their participants. 

For plan sponsors, assessing their participants’ desire for both retirement income and customization are the next frontiers for target-date-fund offerings.

Because target-date funds represent a large and growing share of plan assets, plan sponsors are narrowing their core investment menus,...

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...

The guide covers the pros and cons of various fee and fee structures.

AT&T has filed for additional time to request a rehearing. 

The 2016 lawsuit accused Verizon of failing to monitor a hedge fund in its retirement plan TDFs.

The class action proposal seeks to recover retirement plan losses allegedly caused by fiduciary breaches leading to ‘unreasonable’ fees.

According to an SEC announcement, Equitable gave investors the false impression that their quarterly account statements listed all fees paid...

The plan’s investment policy statement allegedly called for 70% of the plan’s assets to be allocated into domestic fixed income...

Barnabas Health is the latest to face class action allegations filed by the law firm Capozzi Adler.

The Oshkosh Corp. is accused of permitting excessive recordkeeping fees and inappropriately favoring expensive active management funds in its retirement...

The low-cost retirement plan provider says its new fee structure is designed to promote understanding and transparency.

Among other issues, the plaintiffs allege the defendants “failed to properly minimize the reasonable fees and expenses of the plan.”

Per participant or asset-based? Each approach has its merits, but is one preferable under the Employee Retirement Income Security Act’s...

The judge determined that the plaintiffs’ allegations sufficiently suggest the prospect that a fiduciary breach occurred, and as a result...

The complaint suggests defendants “larded the plan with excessively expensive sub-advised accounts” that paid excessive fees to the recordkeeper John...

The ultimate impact of President Trump’s new executive order is likely to be more symbolic than substantive when it comes...

Fidelity faces a third lawsuit alleging the company collects “secret kickback payments” from mutual fund providers on its recordkeeping platform—claims...

The appellate court decision tests ERISA’s restrictions on transactions between fiduciaries and non-fiduciary third parties, referred to as “parties in...