Tag: Fees

Over the past couple of years 401(k) evaluation service BrightScope has made quite a splash.    

A free 401(k) fee calculator on AARP’s Web site aims to help investors better understand 401(k) fees and their potential impact on retirement savings.

More than seven in ten 401(k) plan participants said they do not pay fees to plan providers in a recent AARP survey.

Total plan costs for running a 401(k) can vary widely, but for most employers the range between high and low total plan costs is moderate, according to the...

Fiduciary Benchmarks will provide benchmarking services to M Financial Group's 130 Member Firms and their 800 producers. 

Average fees and expenses incurred by investors in long-term mutual funds declined in 2010, according to a recent study.

Plan ratings provider BrightScope has widened its focus, and now has incorporated 403(b) plan data into the BrightScope Rating system. 

One of the first things you learn in any kind of ERISA primer is that, as a fiduciary, you are expected to conduct yourself either as if...

Panelists at the Virtual PLANADVISER National Conference discussed ways advisers should reconnect with plan sponsors and sweep away some of the old cobwebs surrounding retirement plans. 

Laying it all out on the table, PLANSPONSOR and PLANADVISER’s Editor-in-Chief, Nevin E. Adams, opened the first Virtual PLANADVISER National Conference (VPANC) by outlining the top 10 trends...

Morgan Stanley Smith Barney announced that detailed fee and service benchmarking tools have been added to its defined contribution retirement plans.

Securian Retirement has introduced a “Compensation Calculator” for advisers, and a “Fiduciary Focus” guide for advisers to share with plan sponsor clients.  

If 2010 was not quite the return to “normal” we might have hoped, there was more than enough—both new and old—to draw the attention of plan sponsors.   

The SPARK Institute has issued a Compliance Alert regarding potential fee disclosure problems and fiduciary issues for plan sponsors and certain providers of plan investment options.

Newkirk revised several services intended to satisfy the Department of Labor’s (DoL’s) recently released final rule on disclosing fees and expenses, the company announced.

Asked how often they formally evaluated their DC provider, larger programs were again this year noticeably less likely to say they did so on an annual basis.

Relying on a financial adviser outside the plan was the preference for 37.5% of the roughly 6,000 plan sponsor respondents to PLANSPONSOR’s annual Defined Contribution...

Last week, the Department of Labor reissued its proposed regulation on participant fee disclosure. 

If you're looking for some assistance in dealing with the new plan fee disclosure regulations, there is a a new solution on the market. 

Putnam Investments is introducing a module on its plan participant Web site that it says will offer transparent and comprehensive disclosure of fees and...