Tag: Fees

The Plan Sponsor Council of America (PSCA) has begun its 56th Annual Survey questionnaire, which will examine trends with defined contribution (DC) plans.

The downward trend in average expense ratios paid by investors in mutual funds continued during 2012, says a report from the Investment Company Institute (ICI).

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

The Future of Finance Project’s aim is to shape financial services into a more trustworthy industry.

The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) has resources for participants to learn about plan fees.

A survey indicates the recently mandated retirement plan fee disclosure notices did little to increase participants’ knowledge.

A set of reforms should make the saving incentives offered to retirement plan sponsors and participants more effective at a lower cost, a report said.

Retirement plan costs have declined over the past year, according to figures from the 401k Averages Book.  

Cruise to Retirement is PAi’s campaign designed to help advisers jumpstart conversations about the ramifications of fee disclosure.

GPS Select Solutions, a suite of multi-strategy solutions, was rolled out by Genworth Financial Wealth Management (GFWM). 

Thornburg Investment Management Inc. added R share classes for its International Growth Fund (R6) and Developing World Fund (R5 and R6).

The only asset class that has experienced a material drop in asset management fees is alternatives, Mercer said in a report.

More companies are making the financial wellness of their work force a priority in 2013, according to an Aon Hewitt survey.   

Mercer believes 2013 is a year for many defined contribution (DC) plan sponsors to take a fresh look at objectives, investment options and participant communications.

Plan sponsors can avoid paying hidden provider costs by asking detailed questions.

Employee Fiduciary LLC, a privately held and independent 401(k) recordkeeper, launched a redesigned website.

ING suggested six topics for advisers to address as part of a year-end plan review with plan sponsor clients.

Lincoln Trust Company introduced an online tool that helps 401(k) plan participants determine the true cost of their retirement plan.

Invesco Distributors Inc. rolled out an iPad app designed specifically for advisers who work closely with defined contribution (DC) retirement plans.

Few defined contribution (DC) plan participants have changed their behavior based on fee disclosure information they have received.