TIAA-CREF Offers Framework for Assessing Retirement Plan Fees
A new paper from TIAA-CREF outlines a process for evaluating the reasonableness of retirement plan fees.
Tag: Fees
A New Way to Benchmark Retirement Plan Fees
A new company is providing a new way to benchmark fees paid by retirement plans.
A 2015 Defined Contribution Checklist
Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.
Differentiation Hinges on Tech and Other Value-Adds
Many retirement plan service providers are investing in technology to link and leverage data from banks, insurers and other places where participants hold assets outside their retirement accounts.
Nationwide Settles 13-Year-Old Revenue Sharing Suit
After 13 years and a number of court opinions, all granting relief in the plaintiff’s favor,...
Industry Groups Urge No Further Rules for Brokerage Windows
Responding to a request for information from the DOL, most industry groups said they believe no further regulation is necessary to govern use of brokerage windows in retirement...
Solicitor General Argues for Reversal of Tibble Decision
A brief submitted by the U.S. Solicitor General to the United States Supreme Court argues in favor of plaintiffs in Tibble v. Edison International—a case that could have...
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Preferred Partners
Our annual survey of retirement plan advisers is fodder for two proprietary research reports in this issue.
pa|nc
2014 PLANADVISER National Conference
Optimizing plan and practice outcomes—best practices for retirement plan advisers
Editor’s Letter
An Honest Look
Recently, I was sent yet another article with a headline referencing “hidden 401(k) fees” and a message of caution to...
Fees Still Baffle Plan Participants
The majority of Wisconsin retirement plan participants still do not understand the fees they pay in...
DOL Planning RFI on 408(b)(2) Disclosure Effectiveness
The Department of Labor wants to request new industry input and create focus groups about the...
LGIMA Launches Index Fund Business
Legal & General Investment Management America unveiled a new U.S. index fund management business.
Asset Management Fees Matter for Performance
A Segal Rogerscasey report concludes that fees paid to asset managers matter, and higher fees tend...
Professionally Managed Assets Approached $37T in 2013
Professionally managed assets of U.S. investors reached $36.8 trillion in 2013, according to a new analysis from investment analytics firm Cerulli Associates.
JPM Unveils SmartRetirement R6 Shares
J.P. Morgan Asset Management said it will offer R6 share classes of the J.P. Morgan SmartRetirement Mutual Fund series of target-date funds (TDFs).
How a Plaintiff's Attorney Views the Supreme Court Fee Case
The U.S. Supreme Court announced early this month that it would review parts of an important 401(k) fee litigation case, Tibble v. Edison, sparking intense debate across the retirement planning...
The Appeal of an 8-Basis-Point TDF
The recent evolution of target-date funds (TDFs), like other investing programs popular with qualified retirement plan investors, has been a story of falling fees.
Did Edison's IPS Fall Down on the Job?
As lawsuits over share classes move forward, can the investment policy statement (IPS) help the plan sponsor avoid litigation?
Sponsor Focus on Plan Fees Continues
Recordkeeping fees continue to include some element of revenue sharing for most defined contribution plans, according to NEPC’s Defined Contribution Plan & Fee Survey.