Tag: Fees

Products | August 15th, 2011

Newkirk Announces 403(b) Participant Fee Disclosure Solution

August 15, 2011 (PLANSPONSOR.com) – Newkirk announced a single document participant fee disclosure solution for ERISA 403(b) plans.

Products | August 11th, 2011

GWRS Rolls Out Fee Disclosure Template

August 11, 2011 (PLANSPONSOR.com) – Great-West Retirement Services has unveiled a fee disclosure template that goes beyond...

Reader Responses | August 11th, 2011

SURVEY SAYS: What’s Your Take on Retirement Trends?

August 11, 2011 (PLANSPONSOR.com) - Yesterday my IMHO column outlined five trends I thought would play out...

Opinions | August 9th, 2011

IMHO: Fifth "Avenues"

August 9, 2011 (PLANSPONSOR.com) - The year we began publishing PLANADVISER - 2006 - was a big year in many...

Benefits | August 7th, 2011

Catching Up on PSNC 2011 Coverage

August 7, 2011 (PLANSPONSOR.com) - In June we held the sixth annual PLANSPONSOR National Conference.

Products | August 5th, 2011

The Principal Releases Disclosure Help

August 5, 2011 (PLANSPONSOR.com) – The Principal Financial Group has announced the launch of the Your Services program, designed to...

Reader Responses | August 4th, 2011

SURVEY SAYS: How Much Do Your Participants Think They Pay for Their Retirement Plan?

August 4, 2011 (PLANSPONSOR.com) - As our industry continues to take steps toward fee disclosure, what remains...

Compliance | August 3rd, 2011

Legal Group Wants Ruling on Use of Retail Funds Reversed

August 3, 2011 (PLANSPONSOR.com) – A California employer group has filed an amicus brief in a case over whether 401(k)...

Opinions | August 3rd, 2011

IMHO: “Free” Ride?

August 3, 2011 (PLANSPONSOR.com) - I was late to the NetFlix game – switching over only when my local...

Products | August 1st, 2011

Castle Rock Partners with Morningstar on Fee Data

August 1, 2011 (PLANSPONSOR.com) – Castle Rock Innovations, LLC has contracted with Morningstar, Inc. for data to power its flagship...

Benefits | July 29th, 2011

Plan Costs, Investment Selection Top of Mind for Sponsors

July 29, 2011 (PLANSPONSOR.com) – The process of selecting and monitoring investment options continues to be top of mind with...

Benefits | July 26th, 2011

Groups Anticipate Fee Disclosure Issues for 403(b)s

July 26, 2011 (PLANSPONSOR.com) – The American Society of Pension Professionals and Actuaries (ASPPA) and the National Tax-Sheltered Accounts Association...

Products | July 21st, 2011

Providers Team up on Fiduciary Services

July 21, 2011 (PLANSPONSOR.com) - Safe Harbor Asset Management (SAM) has announced its partnership with MilleniuM Investment & Retirement Advisors...

Products | July 21st, 2011

SPARK Creates Data Standards for Participant Fee Disclosure

July 21, 2011 (PLANSPONSOR.com) - The SPARK Institute has released a draft of data standards for investment product providers and...

Reader Responses | July 21st, 2011

SURVEY SAYS: What About that 408(b)(2) Delay?

July 21, 2011 (PLANSPONSOR.com) - Last week the Department of Labor announced its intention to push back the effective date...

Products | July 20th, 2011

MetLife Offers Paper on Participant Fee Disclosure Rules

July 20, 2011 (PLANSPONSOR.com) - MetLife Resources has prepared a paper to help plan administrators understand their new obligations regarding...

Products | July 19th, 2011

Securian’s Method of Allocating Revenue Sharing May Help Fiduciaries

July 19, 2011 (PLANSPONSOR.com) – With upcoming fee disclosure rules, retirement plan service providers face major changes in the way...

Opinions | July 19th, 2011

IMHO: “Much” Ado

July 19, 2011 (PLANSPONSOR.com) - There were three big disclosure announcements last week.

Compliance | July 18th, 2011

Court Rebuffs Summary Judgment Request in Revenue-Sharing Suit

July 18, 2011 (PLANSPONSOR.com) – A federal judge has denied summary judgment for Kraft in an excessive fee suit.

Compliance | July 15th, 2011

Borzi Chats about Upcoming Definition of Fiduciary Rule

July 15, 2011 (PLANSPONSOR.com) – The U.S. Department of Labor’s Employee Benefits Security Administration is working to finalize its proposed...