Best Practices for 403(b)s Subject to Fee Disclosure Rules
January 17, 2011 (PLANSPONSOR.com) – During a workshop at the National Tax-Sheltered Accounts Association (NTSAA) latest 403(b) Compliance Resolution Summit,...
Tag: Fees
Plan Sponsors Need to Be More Aware of Administrative Fees
January 10, 2012 (PLANSPONSOR.com) – Plan sponsors are not fully knowledgeable of their plan administrative fees.
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SPARK Releases Templates for Fee Disclosure Data Layouts
January 9, 2012 (PLANSPONSOR.com) - The SPARK Institute released spreadsheet templates of its Data Layouts for Non-Registered Investment Product Disclosures...
Products |
Mercer Paper Discusses Impact of Attention on Fees
December 21, 2011 (PLANSPONSOR.com) – A new Mercer Finance & Risk Perspective paper discusses the impact more scrutiny of retirement...
Products |
SPARK Institute and ICI Release Investment Terms Glossary
December 19, 2011 (PLANSPONSOR.com) – A “Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants” is available to...
Benefits |
Middle-Market Employers not Ready for Fee Disclosure
December 15, 2011 (PLANSPONSOR.com) - The majority (61%) of middle-market retirement plan sponsors do not feel prepared for new fee...
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401k ProAdvisor Offers 408b2 Rules Kit
December 14, 2011 (PLANSPONSOR.com) - 401k ProAdvisor, a division of Wealth & Pension Services Group, Inc., is providing fiduciary reviews...
EBSA Revises Electronic Fee Disclosure Rules
December 8, 2011 (PLANSPONSOR.com) - The U.S. Department of Labor’s Employee Benefits Security Administration issued Technical Release 2011-03R, revising its...
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Newkirk Launches Fee Disclosure Tools for Plan Sponsors
December 8, 2011 (PLANSPONSOR.com) – Newkirk launched two communication tools to assist plan sponsors with participant fee disclosures.
Wal-Mart and Merrill Lynch to Pay $13.5M for Excessive Fee Suit
According to Forbes, Wal-Mart and its retirement plan administrator (Merrill Lynch) allegedly breached their fiduciary duty for nearly two million...
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ADP Introduces Tool for Paying 401(k) Plan Fees
November 22, 2011 (PLANSPONSOR.com) – ADP has launched the ADP ACCESS FlexAccount, a plan-level administration tool available to ADP Retirement...
Benefits |
Plan Complexity not a Significant Factor in Fees
November 18, 2011 (PLANSPONSOR.com) - A comprehensive study of the factors that appear to drive fees in 401(k) and other...
Products |
Consultant Paper Addresses Disparity in Fees among Participants
November 14, 2011 (PLANSPONSOR.com) – Gosselin Consulting Group has issued a paper on the importance of understanding the implications of...
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Retirement Desk Offering Fee Benchmarking Service
November 3, 2011 (PLANSPONSOR.com) - California retirement plan provider Retirement Desk is offering a no-cost fee benchmarking service.
Opinions |
IMHO: Thanks Giving
October 31, 2011 (PLANSPONSOR.com) - A few weeks back we announced that, after a dozen years here at PLANSPONSOR, effective November...
SEC Letter Resolves Concerns about Fee Disclosure and SEC Rules
October 27, 2011 (PLANSPONSOR.com) - The U.S. Department of Labor’s Employee Benefits Security Administration has released a Securities and Exchange...
Opinions |
4-0-What? (b)What? Just what we needed, more Erisaglyphics!
October 14, 2011 (PLANSPONSOR.com) - Actually, fee disclosure is more logical, straightforward, and beneficial than you may be expecting. Here’s...
Opinions |
IMHO: The IKEA “Experience”
October 12, 2011 (PLANSPONSOR.com) - We spent some time this past weekend getting my eldest daughter squared away in...
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MetLife Offers Guide for Fiduciaries on Fee Disclosure Regs
October 11, 2011 (PLANSPONSOR.com) – MetLife is offering a paper that provides an overview of the new Department of Labor...
Sponsors Should Look at Fees When Choosing Retirement Income Products
October 11, 2011 (PLANSPONSOR.com) - Plan sponsors looking to add a retirement income product to their 401(k) or other defined...