Compliance | December 17th, 2012 Case About Ameriprise 401(k) Fund Selection Moves Forward December 17, 2012 (PLANSPONSOR.com) – A case claiming Ameriprise Financial favored its own affiliate funds in its 401(k) investment lineup...
Products | December 11th, 2012 Guide Covers Fee Disclosures for Complex Investments December 11, 2012 (PLANSPONSOR.com) – An industry group has released a guide to help retirement plan sponsors and service providers...
Benefits | December 7th, 2012 Sponsors Optimistic About Fee Disclosures December 7, 2012 (PLANSPONSOR.com) - Plan sponsors are largely optimistic about fee disclosure regulations, but say they need help from...
Benefits | December 5th, 2012 DC Plan Fees at Study’s Record Low December 5, 2012 (PLANSPONSOR.com) – Defined contribution (DC) plan fees hit a record low this year, according to a survey...
Benefits | December 4th, 2012 403(b)s Report Little Impact from Fee Disclosure December 4, 2012 (PLANSPONSOR.com) - New Department of Labor fee disclosure regulations have not resulted in significant changes for 403(b)...
Products | December 3rd, 2012 Calculator Provides Participants True Cost of 401(k) December 3, 2012 (PLANSPONSOR.com) – Lincoln Trust Company introduced an online tool that helps 401(k) plan participants determine the true...
Opinions | November 30th, 2012 Be Careful Not to “Float” into an ERISA Violation November 30, 2012 (PLANSPONSOR.com) – Sponsors of ERISA-governed retirement plans need to review the definition of “float.”
Opinions | November 21st, 2012 The Impact of Fees on Participant Outcomes November 21, 2012 (PLANSPONSOR.com) - More employees are relying on defined contribution (DC) plans to be the largest or at...
Benefits | November 8th, 2012 Participant Behavior Unchanged by Fee Disclosure November 8, 2012 (PLANSPONSOR.com) – A majority of defined contribution (DC) plan participants have not changed their behavior based on...
Compliance | October 30th, 2012 High Court Declines Review of Excessive Fee Case October 30, 2012 (PLANSPONSOR.com) – The U.S. Supreme Court has refused to review a case in which retirement plan participants...
Compliance | October 19th, 2012 Avoiding Audits Following Fee Disclosure October 19, 2012 (PLANSPONSOR.com) – Following the final Department of Labor (DOL) 408(b)(2) and 404(a)(5) regulations, many providers and plan...
Compliance | October 18th, 2012 Attorneys Ask for Service Provider 408(b)(2) Remedy October 18, 2012 (PLANSPONSOR.com) – Attorneys with Drinker Biddle & Reath have asked the Department of Labor (DOL) toconsider a...
Products | October 16th, 2012 ShareBuilder 401k Launches Fee Disclosure Tools October 16, 2012 (PLANSPONSOR.com) – ShareBuilder 401k launched online tools and resources to help plan sponsors and employees better understand...
Products | October 8th, 2012 Castle Rock Launches Fee Disclosure Review Service October 8, 2012 (PLANSPONSOR.com) – Castle Rock Investment Company rolled out the Fee Disclosure Review Service to assist plan sponsors...
Compliance | September 20th, 2012 EBSA Releases Fee Disclosure Resource for Participants September 20, 2012 (PLANSPONSOR.com) – The Employee Benefits Security Administration (EBSA) launched a website that offers information about fee disclosures...
Benefits | September 17th, 2012 Study Finds Decrease in DC Plan Fees September 17, 2012 (PLANSPONSOR.com) – The Investment Company Institute and Deloitte Consulting LLP have found total fees for defined contribution...
Benefits | September 12th, 2012 Fee Disclosures Cause Confusion September 12, 2012 (PLANSPONSOR.com) - Eighty-three percent of small-business owners are still unclear about 401(k) fee notices and next steps,...
Benefits | September 7th, 2012 How Well Do You Know Your B/D? September 7, 2012 (PLANSPONSOR.com) - Do you really know how your broker/dealer makes money? If not, it’s time to learn...
Benefits | September 7th, 2012 Sponsors Need Help Following Fee Disclosure Deadline September 7, 2012 (PLANSPONSOR.com) - Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important...
Benefits | September 3rd, 2012 Fee Disclosures Should Not Lead to Rash Decisions September 4, 2012 (PLANSPONSOR.com) – “The main thing is… don’t get excited.”