chalk talk PLANADVISER May/June 2014

The Great Race

Fees that reflect true value

Reported by

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Compliance

February 11th, 2026

A federal judge dismissed a complaint challenging Vanguard Marketing Corp.’s $100 fee for customers who close their brokerage accounts and...

Compliance

January 5th, 2026

Multiple employer welfare arrangements can now catch up on overdue filings without paying hefty penalties to the Department of Labor.

Data & Research

December 6th, 2023

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