Tag: Fees

The decline was primarily driven by asset flows into lower-priced vehicles, Morningstar says.

The company has also created a retirement calculator.

 

A lawsuit filed by the Labor Department in 2015 alleged City National Corp.'s payments to its own staff to administer its 401(k) led to excessive fees for plan...

On remand from the Supreme Court, an appellate court found Tibble forfeited his ongoing-duty-to-monitor argument.

Both excessive fee cases will move forward.

Advisers who are worried about getting their practices in line with the fiduciary rule can leverage a newly unveiled solution from Paychex. 

Lincoln Financial Group’s Retirement Plan Services business is making key enhancements to its Lincoln Director employer-sponsored retirement plan program for small-business clients.

Merrill Lynch was not acting as a fiduciary under ERISA, a court found.

New research from Charles Schwab suggests tax season drives investors to focus more on financial planning and wealth management. 

A retiree claims too many mailings sent to retirees and beneficiaries is incurring costs that affects what plans and plan participants pay.

Cerulli anticipates a continuing move to robo-advisers and changes in insurance company product fees.

Expense ratios for equity, hybrid, and bond mutual funds dropped in 2015 to the lowest level in at least 20 years, ICI says.

A single basis point drop in the average U.S. retirement plan fee may not seem that significant, but magnified across hundreds of billions in assets it represents an...

A white paper outlines the rule changes, what it could mean for practice management and ways to avoid the excessive time and cost to comply.

The lawsuit also questions Chevron's failure to use a stable value fund, collective trusts or separate accounts.

The lawsuit is filed as a class action on behalf of the Arthur J. Gallagher & Company 401(k) plan and all other similarly situated plans.

A new 401(k)-related lawsuit emerging this week in a Colorado district court will undoubtedly sound familiar—perhaps painfully so—to retirement plan industry professionals. 

Great-West, now doing business as Empower Retirement, is facing similar accusations to those leveled against Prudential at the end of last year.

Experts are beginning to advise plans sponsors to level the playing field when it comes to recordkeeping fees and other recurring expenses.