Tag: Fees

“The main impact of Tibble vs. Edison in my view is that it’s a good reminder that plan sponsors need to sharpen their pencils and look once again at...

A new survey report from Penbridge Advisors finds the largest expenses paid by defined benefit (DB) plan sponsors are attributable to the broad category of investment management—especially in...

The basics of fiduciary duties—overwhelming to some plan sponsors—can be an opportunity to provide critical education on fees and ERISA plan fundamentals.

A decision from the Supreme Court of the United States seems to solidify the “ongoing duty to monitor” investments as a fiduciary duty that is separate and distinct...

One advisory team is urging retirement plan fiduciaries to reconsider the importance of index fund proxy voting rights under the Employee Retirement Income Security Act.

One advisory firm doubts the wisdom of relying entirely on indexed products and portfolios.

The last decade saw an impressive 95% of investment fund flows go to the lowest-cost quintile, according to a new Morningstar report.

Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs. Edison retirement plan fee litigation may not be...

A former SEC attorney says retirement plan participant lawsuits don’t benefit anyone, but he has launched a new initiative designed to hold plan fiduciaries accountable for their actions.

True or false: a given asset manager’s 2050 target-date fund will outperform its 2045 counterpart during a year of strong market growth and manageable volatility.

A new report from Vanguard shows the majority of its global retirement plan clients—some 90 companies holding $650 billion in plan assets across three or more countries—have taken...

OMB approval for collection of information about service provider fees and conflicts of interest expires today.

Retirement industry advocates sent a letter to the SEC arguing fee disclosures regulations would also benefit participants of non-ERISA retirement plans.

Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.

Ameriprise Financial has agreed to settle a closely watched Employee Retirement Income Security Act (ERISA) suit, Krueger v. Ameriprise Financial, for $27.5 million in plan reimbursements and remedies.

A federal district court has ruled float income is not a retirement plan asset belonging to participants.