trendspotting PANC 2008

Finding the Exit

Fees now top reason to switch providers

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Data & Research

December 6th, 2023

Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.

Compliance

August 10th, 2023

A complaint alleging AT&T’s benefits committee failed to properly report brokerage commission paid to Fidelity has been remanded back to...

Compliance

July 18th, 2023

The agreement is still pending court approval but would end 7-year court case.