Court Moves Forward Citigroup 401(k) Excessive Fee Suit
October 9, 2014 (PLANSPONSOR.com) – Participants in the Citigroup 401(k) plan can move forward with their claims plan fiduciaries violated...
Tag: Fees
Experts See Big Stakes in SCOTUS Review of Tibble
October 6, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...
Products |
John Hancock Reduces Fees on Retirement Portfolios
October 6, 2014 (PLANSPONSOR.com) – John Hancock Investments lowered expenses across its suite of Retirement Living Portfolios, pledging up to...
Supreme Court Will Hear Tibble v. Edison Case
October 2, 2014 (PLANSPONSOR.com) – The law firm of Schlichter, Bogard & Denton says the U.S. Supreme Court has agreed...
Court Finds John Hancock Not a Fiduciary in Fee Case
October 2, 2014 (PLANSPONSOR.com) - John Hancock has ultimately been found not to be a fiduciary in a case alleging...
Opinions |
Objectively, How Good Is Your Retirement Plan?
September 26, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
Benefits |
Using Trends to Improve Your Plan
September 17, 2014 (PLANSPONSOR.com) - Plan sponsors can use data about industry trends to make improvements to their retirement plans.
Government Backs Top Court Review of 401(k) Plan Fee Case
August 27, 2014 (PLANSPONSOR.com) – The U.S. Solicitor General has filed a brief asking the United States Supreme Court to...
Benefits |
Retirement Plan Size, Equity Holdings Drive Fees
August 21, 2014 (PLANSPONSOR.com) - Plan size, average participant account balance, and percentage of plan assets invested in diversified equity...
Fidelity to Settle Excessive Fee Suits
August 13, 2014 (PLANSPONSOR.com) – Fidelity Investments has agreed to a settlement of two lawsuits charging it with subjecting its...
Litigators Call for Supreme Court Review of Tussey Case
August 8, 2014 (PLANSPONSOR.com) - A well-known 401(k) fee litigation firm has asked the U.S. Supreme Court to review key...
Benefits |
Many TPAs Charge Full Document Fees for Restatements
August 5, 2014 (PLANSPONSOR.com) – Many retirement plan third-party administrators (TPAs) responding to a recent survey indicated they most often...
ETF Adoption Driven by Goals Investing
July 30, 2014 (PLANSPONSOR.com) – Interest in specific investment outcomes is likely to drive continued institutional exchange-traded fund (ETF) adoption,...
Caveat Sponsor: Choose Share Classes Wisely
July 22, 2014 (PLANSPONSOR.com) – Choosing the right share class needs careful consideration as the Department of Labor (DOL) is...
Benefits |
401(k) Investors See Lower Mutual Fund Expenses in 2013
July 14, 2014 (PLANSPONSOR.com) – Participants of 401(k) plans saw lower expense ratios when investing in long-term mutual funds during...
Details About the Proposed 408(b)(2) Fee Guide
July 9, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) wants to ensure that plan fiduciaries fully understand fee information they receive.
Benefits |
Don’t Let Money in Motion Cause a Breach
July 8, 2014 (PLANSPONSOR.com) – Rolling assets out of a plan is a broad area that affects plan advisers, consultants,...
Health Plan to Repay Clients Over Undisclosed Fees
July 7, 2014 (PLANSPONSOR.com) – A group health plan will repay clients for failing to disclose fees to them.
Making Sure Plan Fees Are Reasonable
June 27, 2014 (PLANSPONSOR.com) – When it comes to retirement plan fees, recent regulatory changes and litigation have highlighted the...
Firm Settles with SEC for Pay-to-Play Violations
June 23, 2014 (PLANSPONSOR.com) – TL Ventures Inc. has settled with the Securities and Exchange Commission (SEC) in a case...