Tag: Fees

There was another judicial decision in another revenue-sharing case earlier this month—and another victory for a plan sponsor. 

The SPARK Institute released its final version of data layouts for sharing investment-specific information for non-registered investment products that retirement plan administrators must disclose to participants under the...

 Fiduciary advisor Roland|Criss has announces a new offering to help pension and foundation executives assess their vendors’ performance and fees.

Alliance Pension Consultants, LLC has unveiled its Total Plan Cost analysis.

Newkirk is rolling out a single document participant fee disclosure solution for ERISA 403(b) plans. 

Great-West Retirement Services has unveiled a fee disclosure template that goes beyond the requirements outlined by the Department of Labor.

The year we began publishing PLANADVISER was a big year in many ways for me.  

The Principal Financial Group has launched its "Your Services" program, designed to help retirement plan sponsors manage their fiduciary obligations.

I was late to the NetFlix game—switching over only when my local Blockbuster closed its doors.   

The process of selecting and monitoring investment options continues to be a priority for retirement plan sponsors, according to research from Aon Hewitt.

The SPARK Institute has released a draft of data standards for investment product providers and recordkeepers to help them fulfill their part of the upcoming fee disclosure rules.

MetLife wrote a paper to help plan sponsors understand their new obligations regarding investment-related performance and fee information disclosures to participants of ERISA plans.

Lincoln Trust Company is offering a fee disclosure solution that it says goes beyond next year’s regulatory requirements. 

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

Pressure is growing on plan providers as regulators and legislators continue to scrutinize fees and outcomes of defined contribution (DC) plans, according to a recently published study by...

The underlying theme of last week’s PLANSPONSOR National Conference was “measuring up."

The American Society of Pension Professionals & Actuaries (ASPPA) has responded to the U.S. Department of Labor’s (DoL) June 1 publication in the Federal Register. 

Advisers in the DC Advisory program at UBS Financial Services Inc. will receive fee benchmarking services from Fiduciary Benchmarks, in partnership with BlackRock.

Pioneer Investments is partnering with Fiduciary Benchmarks, Inc. (FBi), a consulting firm specializing in providing plan fiduciaries with information on the reasonableness of fund fees.

Mutual of Omaha’s Retirement Plans Division will begin using Fiduciary Investment Reporting Manager (FiRM), which generates detailed investment comparisons for retirement products.