Tag: Fees
401(k) Eligibility Nearly Universal
Investment Products and Services
The Case for the Traditional K-12 403(b) Model
DC Plans Use Passive Investments for Fiduciary Ease
“If they are choosing a passive investment option simply because it is less work for them, this is not in...
Advisers’ Responsibilities to Plan Sponsors Extend Beyond Investments
Wells Fargo 401(k) Suit Challenges Use of Proprietary TDFs
DC Retirement Plan Committees Face Tough Choices
Fee Arrangement Between Providers Questioned in ERISA Suit
Participants in three Ford Motor Company retirement plans suggest their adviser and recordkeeper are permitting excessive fees to be charged...
District Court Rejects Insurer Concerns with Fiduciary Reform
The text of the defeated complaint shows insurance providers are clearly worried about potential consequences of the DOL fiduciary rulemaking.
Principal Financial Group Offers Insight on Fee Structure
Can Funds With 12b-1 Fees Still Work in Retirement Plans?
Some experts say taking the 12b-1 approach can result in lower net fees, while others call for an end to...
Investment Products and Services Launches
Report Rebukes N.Y. Retirement Funds’ Continued Investments in Hedge Funds
Deutsche Bank 401(k) Self-Dealing Suit Moves Forward
Insurance Profile Solution Aims for Annuity Transparency
The DTCC solution supports the exchange of data between insurance carriers and distributors for the on-going reporting of fees, expenses...
Providers Partner on Pharmacy Cost Control Solution
Mercer has revealed a new approach to help employers contain specialty pharmacy costs.
Fixed-Fee Recordkeeping Arrangements Now the Majority
Participant Files Suit Over Advisory Fee Breakdown
A retirement plan participant accuses a well-known plan provider of delivering “no material services” in connection with certain advisory fees.
Sponsor Faces Class Action Challenge Alleging Self-Dealing
The complaint cites portions of key Northrop Grumman plan documents, challenging the process by which the company assembled and monitored...