Tag: Fees

The complaint specifically calls out the use of BlackRock target-date funds which it says use excessive fund layering, subjecting participants...

Ultimately, Putnam Investments prevailed in a lawsuit claiming it and its retirement plan fiduciaries engaged in prohibited transactions by offering...

The core of the plaintiffs’ claims relate to the use of American Beacon Funds in the plan, which were created...

The only motion to dismiss by the defendants that the court granted concerned a claim that the 401(k) plan should...

A district court judge in Colorado has sided with the recommendation made by a magistrate judge, ruling that plaintiffs have...

Just one out of a number of allegations included in two ERISA lawsuits against SafeWay have been ruled untimely, allowing...

The free tool allows employers to compare the various costs that go into running a 401(k) plan, including fees for...

These investment vehicles may pose pricing and regulatory advantages that could seem attractive to plan sponsors.

The tool gathers millions of data points to determine participant actions and identify plan-design flaws, while offering solutions.

While a couple of Insperity defendants’ motions to dismiss were granted, most were denied.

The text of the suit offers a detailed look at the investment menu offered to JP Morgan employees, as well...

First Eagle launches mew mutual fund share classes; Natixis rolls out ESG TDFs; Vanguard reports third wave of expense ratio...

A magistrate judge ultimately found plaintiffs in the case have met their pleading obligations.

A lawsuit accuses T. Rowe Price and its affiliates of not only offering just proprietary funds in the company’s 401(k)...

DTCC’s Retirement Plan Reporting solution provides increased transparency for fee disclosure compliance requirements.

The central claims in the proposed class action suggest plaintiffs feel they overpaid significantly for advisory services, with the excess...

A federal judge denied defendants’ motions in part because the plaintiff’s complaint states viable claims.

Increase in recordkeeper search activity, movement to institutional fund structures, de-emphasizing revenue sharing and adoption of fee policy statements were...

The lawsuit calls out Schwab’s use of its own proprietary funds as well as the use of unallocated plan cash.

Victory Capital expands ETF platform and RBC GAM rolls out new Class R6 shares.