Tag: Fees

Putnam Investments plans to offer two new share classes to qualified retirement plans.

J.P. Morgan Chase paid $384 million to American Century Investment Management after losing an arbitration over accusations of breaches related to the bank’s purchase of American Century.

Castle Rock Innovations, LLC (CRI) is offering tools that focus on benchmarking fees and services.

Eighty-four percent of polled executives responsible for 401(k) plans say only some or very few employees will be financially prepared for retirement.

Members of the retirement plan community were mostly positive about the final rule on 408(b)(2) fee disclosure regulations.

The average total plan cost for a small 401(k) plan (100 participants) is 1.3%. 

The Principal Financial Group has created an ERISA 404(a) Participant Disclosure Regulation Resource Center.

The majority (61%) of middle-market retirement plan sponsors do not feel prepared for new fee disclosure rules. 

401k ProAdvisor is providing fiduciary reviews and cost analysis to assist retirement plan sponsors in evaluating upcoming fee disclosure information.

Newkirk has developed two communication tools to assist plan sponsors with participant fee disclosures.   

ADP has launched the ADP ACCESS FlexAccount, a plan-level administration tool designed to give 401(k) plan sponsors greater flexibility in paying plan fees and expenses.

In an analysis of fees in 401(k) and other defined contribution retirement plans, researchers found the level of complexity in servicing a plan did not appear to have...

Gosselin Consulting Group stresses the importance of understanding the different plan financing strategies on 401(k) plan participants in a recently published paper.

Retirement plan provider Retirement Desk is offering a no-cost fee benchmarking service for advisers and sponsors. 

After a dozen years here at PLANSPONSOR and PLANADVISER, effective November 1, I will join the Employee Benefit Research Institute (EBRI) in Washington, D.C., as Director, Education and...

According to Geoffrey Ward, National Director of the MetLife Pension Resource Center, the retirement plan advisory business has transformed from one that sells products to one that takes on...

The guide provides an overview of the upcoming Department of Labor (DoL) regulations regarding fee disclosure requirements that service providers must provide to plan sponsors by April 1,...

Another plan sponsor has prevailed in a revenue-sharing case – and at the appellate court level.