District Court Moves Forward Boeing Fee Case
A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company,...
Tag: Fees
Supreme Court Sets Date for Tibble Arguments
The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end...
Products |
TIAA-CREF Offers Framework for Assessing Retirement Plan Fees
A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.
Products |
A New Way to Benchmark Retirement Plan Fees
A new company is providing a new way to benchmark fees paid by retirement plans.
The Future of Technology and Services for Retirement Plans
Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places...
Nationwide Settles 13-Year-Old Revenue Sharing Suit
After 13 years and a number of court opinions, all granting relief in the plaintiff’s favor, Nationwide has presented a...
Solicitor General Argues for Reversal of Tibble Decision
The U.S. Solicitor General filed a second brief with the United States Supreme Court supporting the plaintiffs in a closely...
Fees Still Baffle Plan Participants
The majority of Wisconsin retirement plan participants still do not understand the fees they pay in a workplace-based retirement plan,...
DOL Planning RFI on 408(b)(2) Disclosure Effectiveness
The Department of Labor wants to request new industry input and create focus groups about the effectiveness of retirement plan...
Plenty of Regulatory Action Ahead for Retirement Industry
Experts from Drinker Biddle & Reath LLP had no shortage of topics to cover in a recent discussion about potential...
Judge Orders Fee Case Evidence Be Given to DOL
A federal district court has approved the Department of Labor’s motion to intervene in a 401(k) excessive fee case.
Emerging and Growing Trends in DC Plans
A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.
Asset Management Fees Matter for Performance
A Segal Rogerscasey report concludes that fees paid to asset managers matter, and higher fees tend to result in lower...
(b)lines Ask the Experts – Should Fund Prospectuses Be Automatically Sent?
November 11, 2014 (PLANSPONSOR (b)lines) – “I work at a 501(c)(3) social welfare organization that sponsors an Employee Retirement Income...
MassMutual Agrees to Settle Revenue Sharing Lawsuit
Massachusetts Mutual Life Insurance Company (MassMutual) has agreed to settle a lawsuit brought by a 401(k) plan sponsor alleging the...
(b)lines Ask the Experts – When Must Fee Disclosures Be Sent?
November 4, 2014 (PLANSPONSOR (b)lines) – “Now that the 5500 and Form-SSA filing has been completed, I am turning my...
Finding ROI in Participant Communication Programs
Improving the retirement plan participant experience is an important step in addressing the nation's retirement savings shortfall, according to Broadridge...
Benefits |
Many Baby Boomers Unaware of Retirement Plan Fees
October 20, 2014 (PLANSPONSOR.com) – Investment firm Rebalance IRA found 46% of Baby Boomers polled believe they do not pay...
How a Plaintiff's Attorney Views the Supreme Court Fee Case
October 17, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court announced early this month that it would review parts of an...
Opinions |
Objectively, How Good Is Your Retirement Plan? Part 2
October 10, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?