Products | October 6th, 2015 Is A Big Shift to Managed Accounts Likely? One retirement planning industry executive feels TDFs have done a lot for a lot of people, “but it’s time to...
Investing | October 2nd, 2015 Fiduciary Fears Still Adding to Passive Product Tailwind Cerulli Associates finds “fiduciary fears” are supporting flows...
Products | September 29th, 2015 Employee Fiduciary Offers Fee Comparison Database The database helps small business 401(k) plan sponsors benchmark fees.
Products | September 21st, 2015 401(k) Solutions for Micro Plans The recent announcement that Betterment is getting into the 401(k) business prompted a review of solutions for the micro plan...
Ask the Experts | September 15th, 2015 (b)lines Ask the Experts – Evaluating Share Class Expenses "How do I find out if the share classes of mutual funds in my retirement plan are the cheapest share...
Products | September 4th, 2015 Safe Harbor Plan Launch Deadline Closes In A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the...
Investing | August 31st, 2015 Share Class Offerings Shift With Fiduciary Focus A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan...
Data and Research | August 27th, 2015 Small 401(k) Plans and Big Opportunity A big market with needs to match, the small 401(k) plan market is fragmented and lucrative.
Compliance | August 27th, 2015 Boeing Settles ‘Spano’ Fee Case Plaintiffs’ attorney in the case confirms provisional settlement has been reached in class action filed on behalf of 190,000 Boeing...
Compliance | August 19th, 2015 Trial Date Set for Boeing 401(k) Fee Case Plaintiffs in the case allege that Boeing breached ERISA fiduciary duties by permitting excessive fees to be charged to 401(k)...
Data and Research | August 19th, 2015 Mutual Fund Expenses Lower Within 401(k) Plans 401(k) participants invested in equity mutual funds pay less than half the amount of expenses for a retail investor.
Administration | August 12th, 2015 Open Enrollment 2016 a Critical Time for Health Plans After this year health care plan sponsors will only have two more open enrollment periods to make changes before the...
Compliance | August 10th, 2015 Fiduciary Rule Hearings Kick Off in Washington There is perhaps no better venue than a marathon Labor Department hearing to show what practices and beliefs most divide...
Products | August 3rd, 2015 Goldman Sachs Unveils Retirement Share Class R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.
Data and Research | July 9th, 2015 Survey Reveals Why 403(b) Plans Need Advisers “There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
Products | July 7th, 2015 John Hancock Cuts Investment Expenses Again Reductions of up to 26 basis points or up to 38% per fund vary by fund.
Ask the Experts | June 23rd, 2015 (b)lines Ask the Experts – Form 5500 Fee Info Doesn’t Match Plan Expenses “I am commencing the process of reviewing the 2014 Form 5500 for our calendar-year ERISA 403(b) plan.
Data and Research | June 16th, 2015 GAO Finds Overactive Participant Trading Is Rare Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.
Data and Research | June 11th, 2015 No Surprise—Fees Remain a Top Topic The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.
Administration | June 5th, 2015 PSNC 2015: Managing Administrative and Investment Fees According to two panelists speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of...