Tag: Fees

Attorneys point out distinctions between 403(b)s and 401(k)s, and lessons 403(b) plan sponsors can learn from recent lawsuits.

The lawsuit claims the university’s 403(b) plans’ investment options were imprudent and expensive.

The complaints are nearly identical, with a few exceptions.

The suit calls out the traditional 403(b) plan model of offering multiple funds, including individual annuities, and using multiple recordkeepers.

The 9th Circuit will review whether the plaintiff can raise an “ongoing-duty-to-monitor” argument in his retirement plan excessive fee suit.

The case calls out one fund in particular, which it says “was larded with high fees and has suffered from...

Allegations are similar to a number of other self-dealing lawsuits against fund managers this year.

Michael Barry, president of Plan Advisory Services Group, discusses how a Chief Fee Officer may help DC plans prevent or...

Checksmart and its investment adviser, Cetera Advisor Networks, have been specifically targeted over fees of risk-based asset allocation funds in...

ICI reports the cost of investing in equity mutual funds through 401(k) plans has declined 31% since 2000.

The lawsuit accuses the fund provider of loading its retirement plan with its own funds and using share classes of...

The lawsuit asserts that fiduciaries to the Fujitsu Group Defined Contribution and 401(k) Plan hired an investment adviser with no...

Fidelity Drops Pricing on 27 Index Mutual Funds and ETFs; Lindner Capital Advisors Announces Fee Structure for New 401(k)s

The lawsuit argued that even a $9 million dollar, 114-participant plan has the ability to negotiate for substantially lower fees...

Plaintiffs alleged their retirement plan sponsor engaged in self-dealing by favoring its own products in the plan and otherwise failing...

The recordkeeper agrees to pay $31 million to cover claims of excessive fees in its retirement plans.

Litigation is the main concern for DC plan sponsors right now.

For the first time, the desire to reduce fees and expenses outranks underperformance as the most common reason for dropping...

T. Rowe Price is moving to resolve a simple-but-costly proxy voting error related to the leveraged buyout of Dell Inc....

If you give retirement plan participants enough good (that is, efficiently-priced) choices, can you include funds in the fund menu...