Tag: Fees

Over the past couple of weeks, two retirement industry providers have introduced offerings they purport to be the next trend in the evolution of retirement plan offerings.

John Hancock Investments is contractually lowering expenses for nearly all funds with Class R6 institutional share classes.

For the third time in its history, the Pension Benefit Guaranty Corporation (PBGC) is using its authority to partition an insolvent employer’s participants from a multiemployer plan to...

A new program from TD Ameritrade offers registered investment advisers (RIAs) a turnkey solution for simplified development and management of qualified defined contribution retirement plans.

Secretary of Labor, Thomas E. Perez, has filed a federal court brief disputing a district court’s dismissal of John Hancock’s liability in an excessive fee case.

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.

Retirement services provider FRA PlanTools released a custom 408(b)(2) checklist product.

The Office of Compliance Inspections and Examinations (OCIE), part of the Securities and Exchange Commission (SEC), released its list of examination priorities for 2014.

Another participant in Fidelity Investments’ own retirement plan has brought a lawsuit saying participants paid excessive fees.

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.

Saturna Capital Corporation has launched lower-cost institutional shares of the no-load Amana Income, Amana Growth, and Amana Developing World funds.

Consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution (DC) plans should take over the next year.

VALIC, a retirement plan provider for nonprofit institutions, released a plan fee equalization feature within its recordkeeping services.

A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.

A new report finds that more employers are institutionalizing their 401(k) investments lineups.

Since its introduction nearly 30 years ago, the 401(k) has evolved from a perk for high-paid executives to an essential benefit to finance the retirement of the middle...

Morgan Stanley Investment Management unveiled an institutional share class to improve transparency and lower fees for defined contribution (DC) plans and other institutional investment platforms.

Financial reporting and benchmarking firm FRA PlanTools released an iPad app aimed at providing a fast and cost-effective way for plan advisers and sponsors to access and compare...

New fee transparency regulation, along with a number of widely publicized fee-related litigation cases, helped drive costs related to retirement investment account administration to record lows this year.

Portico Wealth Advisors released a report to educate plan sponsors about new fee disclosure and analysis requirements.