Tag: Fees

At the PLANADVISER National Conference, retirement plan advisers got to hear straight-talk from four plan sponsors about what they expect from their advisers.   

Last week’s column presented half of a list that I titled “10 things you’re probably STILL doing wrong as a plan fiduciary.”   

Last week I mentioned a revenue-sharing case that could have far-reaching implications.    

Remember when it used to be quiet in July? 

While the spate of revenue-sharing suits has—for the moment, anyway—faded into the background, fees remain one of the most hotly debated topics in our industry. ...

Relying on U.S. Supreme Court precedents, a federal appellate court has affirmed the award of benefits and attorneys’ fees to a long-term disability plan participant.

T. Rowe Price and the Education Trust of Alaska announced fee reductions to their College Savings Plan. 

 A federal judge has approved a $13.8 million revenue-sharing based settlement between a provider and the 401(k) plans it supports, but lawyers will take nearly half.

Some of the pension changes incorporated in pending legislation in the House may not make it to the Senate version.

RidgeWorth Investments has launched a fee benchmarking tool for financial advisers who work with plan sponsors.

Apparently there’s more than pension fixes tucked away in that new jobs bill moving through the U.S. Congress.

As part of its redesigned plan sponsor Web site to be launched next month, Putnam Investments has introduced a real-time fee disclosure tool.

Point-of-sale commissions continue to fade from the mutual fund sales process as advisers increasingly sell funds in fee-for-advice arrangements, according to a new study by Strategic Insight, an...

A federal court has dismissed charges that Unisys Corporation and Fidelity Management Trust Company caused participants in Unisys’ retirement savings plan to pay excessive fees.

Federated Investors, the third-largest U.S. manager of money-market funds, announced that it expects to continue waiving some fees for the rest of the year because of low interest...

The average expense ratios of stock and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted...

Beverly Enterprises has agreed to settle for $6.25 million claims that it caused its 401(k) plan to incur excessive fees.

Change is a reality of life.