Tag: Fees

PANC 2017: Lessons in Litigation

Panelists at the 2017 PLANADVISER National Conference discuss the state of litigation in the retirement plan industry and lessons learned by decisions.

PANC 2017: Measuring TDF Performance

Against the background of strong equity market performance in the last seven or eight years, passive target-date funds now account for 42% of the TDF market, compared with 27% in 2009. 

Fidelity Found Not Liable in Excessive Fee Suit

Participants of the of the Delta Family-Care Savings Plan sued Fidelity entities regarding excessive fees charged for the plan’s advice offering as well as its self-directed brokerage account (SDBA) option.