Tag: Fee disclosure

Hard to Fit

Despite interest by clients, ETFs are not a slam dunk in retirement plans

IMHO: Court “Case”

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you pay, it’s what you get for what you pay.

Time Flies

Believe it or not, it's been a year since we launched PLANADVISER 

IMHO: Income Tacts

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.

The Path Ahead

Plan sponsors want more fee disclosure, and regulators will likely require it soon. That is both a threat and an opportunity for advisers.

Kraft Excessive Fee Case Thrown Out

A federal judge in Illinois has turned away allegations by 401(k) participants at Kraft Foods Global that recordkeeping fees paid to Hewitt Associates were too high and the company stock fund was improperly unitized.

White House Unveils Retirement Initiatives

The Obama Administration on Monday released retirement initiatives, including establishing automatic individual retirement accounts (IRAs), simplifying and expanding the Saver's Credit, and updating 401(k) regulations to increase transparency.

IMHO: "Hind" Sighted

What might the year past mean for the year ahead - on fee disclosure, target date funds, investment advice?  

EBSA: Fee Disclosure Regs Coming

The head of the Department of Labor's Employee Benefits Security Administration (EBSA) said today that the agency plans to release its long-awaited regulation dealing with providers’ fee disclosure under 408(b)(2) in May 2010.

GAO Makes Suggestions to DoL about Fee Reporting

In a new report, the Government Accountability Office (GAO) made suggestions to the U.S. Department of Labor (DoL) to address plan sponsor and provider confusion over new reporting requirements for the Form 5500 Schedule C.