Tag: Fees

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.

Fees may no longer be the loudest voice in retirement plan discussions, said panelists at the PLANADVISER National Conference in Orlando, Florida.

Research from Vanguard's Center for Retirement Research examines how the adoption of index target-date strategies has transformed the composition of defined contribution (DC) plans.  

August 7, 2013 (PLANSPONSOR.com) – Attorneys at Drinker Biddle & Reath identified what they say are a number of deficiencies in Ian Ayres’ study of retirement plan fees. 

A federal appeals court affirmed the dismissal of a lawsuit against Fidelity Management Trust Company regarding excessive fees.

An insurance brokerage firm must repay more than $270,000 to the participants and beneficiaries of a Florida-based retirement plan.

Claims brought against John Hancock Life Insurance Company by retirement plan participants have been dismissed.

Starting July 24, a provider of retirement plans for small and medium-sized businesses will offer a “No Fee Week” for new plans.

The Department of Labor (DOL) made progress on fee disclosure, but there is still room for significant improvement, contends Tom Gonnella of Lincoln Trust.

OneAmerica company McCready and Keene, Inc. announced its new Strategic and Targeted Allocation of Revenue (STAR) service.

Fee disclosure regulations implemented last year have had a negligible effect on workers participating in employee-sponsored retirement plans, a survey found.

The Department of Labor (DOL) has weighed in on whether certain revenue sharing payments constitute plan assets under the Employee Retirement Income Security Act (ERISA).

A tentative settlement has been reached in a lawsuit concerning excessive fees for 401(k) investments.

A zero-revenue share class was added to Manning & Napier’s Pro-Mix Collective Investment Trust (CIT) Fund family.

The expenses 401(k) plan participants incurred for investing in long-term mutual funds declined in 2012, the Investment Company Institute (ICI) found.

A guide from the Principal Financial Group helps advisers answer common plan sponsor questions about compensation.

Plan sponsors are increasingly adopting features to help overcome participant inertia, a survey found.