High Court Sides with Investors in Fee Case
March 30, 2010 (PLANSPONSOR.com) – The U.S. Supreme Court has ordered a federal appellate court to take another look at its...
Tag: Fees
Opinions |
IMHO: Court “Case”
For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us...
Solis Asks Court to Overturn Exelon Excessive Fee Case Decision
March 26, 2010 (PLANSPONSOR.com) - Secretary of Labor Hilda L. Solis has filed an amicus brief asking the 7th U.S....
Opinions |
IMHO: Income Tacts
I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes...
Hartford Agrees to $13.8M Revenue Sharing Case Settlement
February 17, 2010 (PLANSPONSOR.com) – A proposed out-of-court settlement of a four-year-old fiduciary breach suit against Hartford Life Insurance Co....
PLANSPONSOR Announces 2010 Plan Sponsor of the Year Finalists
February 9, 2010 (PLANSPONSOR.com) - PLANSPONSOR, the nation’s leading retirement plan resource, today announced the 2009 finalists for its annual...
Opinions |
IMHO: Goal Lines
February 8, 2009 (PLANSPONSOR.com) - Heading into Super Bowl weekend, a new report focused attention on another “contest”
Kraft Excessive Fee Case Thrown Out
January 28, 2010 (PLANSPONSOR.com) – A federal judge in Illinois has turned away allegations by 401(k) participants at Kraft Foods...
Products |
Transamerica to Lower Price for Flexible Income Fund
January 27, 2010 (PLANSPONSOR.com) - Transamerica Asset Management Group announced it is lowering the expense ratio of its Transamerica Flexible...
Products |
Lord, Abbett Trims Intl. Funds’ Expense Ratios
January 20, 2010 (PLANSPONSOR.com) – Lord, Abbett & Co. has reduced the net expense ratios on two of its funds,...
U.S. Supremes Turn Away Hecker Fee Case Appeal
January 19, 2010 (PLANSPONSOR.com) – A closely watched case involving the dismissal of a lawsuit alleging excessive 401(k) fees by...
Products |
BrightScope Unveils Participant 401(k) Fee Report
January 19, 2010 (PLANSPONSOR.com) - BrightScope has unveiled its new Personal 401k Fee Report for participants.
CalPERS Releases Placement Agent Disclosures
January 14, 2010 (PLANSPONSOR.com) – The California Public Employees’ Retirement System (CalPERS) on Thursday released documents showing that private placement...
Short-term Redemption Fees No Longer Needed?
January 14, 2010 (PLANSPONSOR.com) – A new study suggests mutual fund companies may no longer need to keep in place...
Benefits |
DC Plan Sponsors Say Reviewing Fees Most Important Fiduciary Action
January 12, 2010 (PLANSPONSOR.com) - Callan Associates finds DC plan sponsors saying that reviewing plan-related expenses was the most important...
H&R Block to Refund IRA Fees to Settle Lawsuit
January 4, 2010 (PLANSPONSOR.com) - H&R Block Inc will pay as much as $20.2 million to settle a New York...
Products |
Transamerica Extends Bond Fund Purchase Minimum
December 31, 2009 (PLANSPONSOR.com) -Transamerica Asset Management Group (TAMG) has extended indefinitely the reduction to the purchase threshold for NAV...
Auditors Question Fees NJ Pension Fund Paid Financial Advisers
December 24, 2009 (PLANSPONSOR.com) - New Jersey's public pension funds spent $166 million on brokerage commissions, advisers' fees and other...
Court Moves Forward Kraft Foods Excessive Fee Suit
December 22, 2009 (PLANSPONSOR.com) – A federal judge has moved forward claims by Kraft Foods Global employees that retirement plan...
Hecker Fee Case Prompts Exelon Suit Dismissal
December 14, 2009 (PLANSPONSOR.com) – With one eye cast toward the recent closely watched excessive fee case Hecker v....