Comments Endorse Fee Disclosure Flexibility, Additional Compliance Time
September 2, 2010 (PLANSPONSOR.com) – A selection of the 44 comments received by the U.S. Department of Labor (DoL) about...
Tag: Fees
Lawmakers: Keep 408(b)(2) Disclosures Simple
August 31, 2010 (PLANSPONSOR.com) – A letter to the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) from five...
ASPPA Suggests Change to Providers Covered under Fee Disclosure Regs
August 30, 2010 (PLANSPONSOR.com) – In response to the U.S. Department of Labor Employee Benefits Security Administration’s interim final rule...
Court OKs $16.5M Caterpillar 401(k) Fee Pact
August 12, 2010 (PLANSPONSOR.com) – A federal judge has given final approval to a $16.5-million settlement of an excessive 401(k)...
Parties Settle General Dynamics 401(k) Fee Case
August 6, 2010 (PLANSPONSOR.com) – General Dynamics Corporation and Fiduciary Asset Management (FAMCO) have agreed to a $15.1-million settlement of...
Small DC Plans May Need 12b-2 Exemption
August 5, 2010 (PLANSPONSOR.com) – A key issue in coming months is whether the Securities and Exchange Commission (SEC) exempts...
Products |
Principal Unveils Fee Disclosure Site
August 4, 2010 (PLANSPONSOR.com) – The Principal Financial Group has launched a Web site to help educate advisers and sponsors...
Paychex Cleared in Revenue Sharing Dispute
August 4, 2010 (PLANSPONSOR.com) – Paychex Inc. may have been able to influence a 401(k) plan’s investment lineup, but the...
Benefits |
PSNC 2010: Top Fiduciary Concern: Fees
August 3, 2010 (PLANSPONSOR.com) – Plan fees seem to be at the top of the list of retirement plan sponsors’...
Benefits |
PSNC 2010: Retirement Income Solutions
August 3, 2010 (PLANSPONSOR.com) – Retirement income is a rapidly evolving space in the retirement market.
Benefits |
PSNC 2010: Benchmarking Fee Data Still a Challenge
August 3, 2010 (PLANSPONSOR.com) – While benchmarking your plan fees may be considered a basic part of carrying out your...
Benefits |
PSNC 2010: What You Need to Know about Revenue-Sharing
August 3, 2010 (PLANSPONSOR.com) – There is a lot of work to be done by retirement plan fiduciaries to uncover...
Opinions |
PSNC Talking Points
August 1, 2010 (PLANSPONSOR.com) – Even the most diligent registrant at the recent PLANSPONSOR National Conference (PSNC)...
Study Indicates Costs Influence Investor Selections
July 28, 2010 (PLANSPONSOR.com) - The investing public has realized that costs matter when selecting mutual funds or exchange-traded funds...
Court Rejects Nationwide’s Counterclaim Attempt in Revenue Sharing Suit
July 28, 2010 (PLANSPONSOR.com) – A federal judge has denied Nationwide Financial’s move to certify a class of counterclaim defendants...
SEC Shakes Up Things for Advisers
July 22, 2010 (PLANSPONSOR.com) – The Securities and Exchange Commission (SEC) has proposed two significant changes that...
SURVEY SAYS: How Will Participants Respond to Fee Disclosure?
July 22, 2010 (PLANSPONSOR.com) - With the Labor Department’s publication of the interim final regulation on fee disclosures, there...
SURVEY SAYS: How Much Are YOU Paying as a Retirement Plan Participant?
July 22, 2010 (PLANSPONSOR.com) - While on the topic of fees, I asked readers if they knew how much they...
Opinions |
IMHO: Not-So-Quiet Period
July 20, 2010 (PLANSPONSOR.com) - Remember when it used to be quiet in July?
Reish & Reicher Provide Side-By-Side on Fee Disclosure
July 19, 2010 (PLANSPONSOR.com) – Last week the Department of Labor released its “interim final regulation” under...