House Passes Fee Disclosure and Pension Funding Relief Bill
The U.S. House of Representatives passed a bill Friday that provides for defined contribution plan fee disclosure and temporarily eases pension funding requirements.
Tag: Fee disclosure
Fee Disclosure Rides Along with Pension Relief
Apparently there’s more than pension fixes tucked away in that new jobs bill moving through the U.S. Congress.
Washington Prepares to Push through Fee Disclosure Regs, Financial Reform Legislation
While there are many legislative and regulatory proposals that could affect retirement plans, the financial reform bill and fee disclosure regulations are two actions to watch for next.
Nationwide Hosts Regulatory Conference Call for Retirement Plan Advisers
Nationwide Financial is hosting a conference call Monday to help retirement plan advisers get ahead of upcoming retirement plan regulation and legislative changes, such as fee disclosure.
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...
investment-oriented
Hard to Fit
Despite interest by clients, ETFs are not a slam dunk in retirement plans
Retirement Industry Should Get Ready for Fee Disclosure
The U.S. Department of Labor hopes to have its revisions to the service provider fee disclosure regulations out by May, according to an official from the Employee Benefits...
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.
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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.
AARP: Americans 50+ Support 401(k) Fee Disclosure
A new survey from AARP suggests that—regardless of political persuasion—Americans age 50 and older want 401(k) providers to explain their fees.
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...
Neuberger Berman Settles in Revenue Sharing Case
A federal court judge has given preliminary approval to a partial settlement in a lawsuit accusing Hartford Life Insurance Co. and Neuberger Berman Management of entering into revenue...
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?
NAPFA Supports 12b-1 Reform
The National Association of Personal Financial Advisors (NAPFA) is advocating for reform of 12b-1 fees.
Greatest Regulatory Impact in 2010: Fees
Financial firms surveyed by Cerulli Associates said examination of fees, such as 12b-1 reform, will be the greatest regulatory impact in the coming year.