Tag: Fees

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.

Moving to a more risk-based system would shift Pension Benefit Guaranty Corporation (PBGC) premium costs among sponsors.

ShareBuilder 401k introduced online tools and resources to help plan sponsors and employees better understand their 401(k) fee disclosure statements and determine fee reasonabless.

Plan sponsors and fiduciaries can learn from federal court findings in Tussey v. ABB Inc., and should avoid overly detailed investment policy statements (IPS), a white paper asserted.

 The Investment Company Institute and Deloitte Consulting LLP have found total fees for defined contribution (DC) plans were lower in 2011 than in 2009. 

Pricing raises myriad issues, including type of compensation model, what services are factored in, and if similarly sized plans might call for different fees. 

While National 401(k) Day is a good trigger to spur action from sponsors and participants to improve retirement readiness, the efforts should be ongoing.

Although the 404(a)(5) participant fee disclosure deadline has passed, advisers continue to play an important role in helping plan sponsors and participants understand fee disclosure statements.

The Securities and Exchange Commission (SEC) has completed a study about investors mandated by the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act.

The Center for Fiduciary Excellence (CEFEX) has rolled out a service to help plan sponsors mitigate the risk associated with the selection of service providers.

One in five defined contribution (DC) participants surveyed by LIMRA said they rarely or never read retirement plan disclosures.

The professional retirement plan adviser profession will be fundamentally transformed during the next three years, according to a study from Diversified.

SCI Companies enhanced its 401(k) solutions in an effort to increase participation rates for its clients.

Practice management seminars and informational materials are among the supports The Hartford rolled out for advisers to explain 401(k)...

Identifying a plan sponsor’s objectives for a defined contribution (DC) plan should drive the investment consulting process.

Benchmarking services are emerging that can compare the suite of retirement plan services against costs to plans of similar size and complexity.

The global financial services firm Wilshire Associates rolled out two offerings, one with exposure to liquid alternatives and a lower-cost product for smaller client accounts.

 Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.