Small 401(k) Plans and Big Opportunity
A big market with needs to match, the small 401(k) plan market is fragmented and lucrative.
Tag: Fees
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...
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)...
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.
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...
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...
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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.
Survey Reveals Why 403(b) Plans Need Advisers
“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
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John Hancock Cuts Investment Expenses Again
Reductions of up to 26 basis points or up to 38% per fund vary by fund.
(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.
GAO Finds Overactive Participant Trading Is Rare
Retirement plan participants seldom engage in too-frequent or inappropriately coordinated trading.
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.
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...
Documentation and Deliberation Remain Critical Post-Tibble
Two experienced ERISA attorneys suggest the Tibble fee case ruling is a positive for retirement plan sponsors—highlighting important best practices...
John Hancock Makes Move to Levelize Fees
The goal of a partnership with Vertical Management Systems is to bring participant revenue levelization for a variety of investment...
Report Dissects the Major DB Plan Expenses
Investment management expenses remain the top cost in running a corporate defined benefit plan.
When Experts Are Needed to Meet Fiduciary Duties
Fiduciary basics may overwhelm retirement plan sponsors, but experts say most duties are not that complex, and help is available.
Supreme Court Reaches Decision in Tibble v. Edison
The Supreme Court has vacated and remanded the specifics in the Tibble v. Edison fee case, but its decision seems to...
DOL Sues Bank for Excessive Retirement Plan Fees
A lawsuit says City National Profit Sharing Plan fiduciaries engaged in self-dealing and conflicted transactions.
Morningstar Shows Lowest Cost Funds Dominate Flows
The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new...