Tag: Fees

The U.S. Supreme Court has sent a case contending that Ameriprise Financial’s fund fee structure violated the Investment Company Act back to the 8th U.S. Circuit Court of...

The U.S. Supreme Court has ordered a federal appellate court to take another look at its ruling that mutual fund managers can only be held liable for charging...

For all the fuss about fees, a recent friend of the court filing by the Department of Labor reminds us that it’s not just what you...

Secretary of Labor Hilda L. Solis has filed an amicus brief asking the 7th U.S. Circuit Court of Appeals to overturn a trial court's dismissal of a class...

Fidelity Investments will be unveiling a new fee structure as well as enhanced reporting and payment processes for advisers who sell its plans.

When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.

I don’t know if you’ve gotten to this point in your year yet, but we’ve started doing taxes in our household.

The Hartford Life Insurance Co. will pay $13.8 million to settle a four-year-old fiduciary breach suit over revenue-sharing payments from mutual fund companies.

A federal court judge has given preliminary approval to a partial settlement in a lawsuit accusing Hartford Life Insurance Co. and Neuberger Berman Management of entering into revenue...

Lord, Abbett & Co. has reduced the net expense ratios on two of its funds, effective December 31.

A closely watched case involving the dismissal of a lawsuit alleging excessive 401(k) fees by Deere & Co. won’t get a hearing before the nation’s highest court.

BrightScope said its new Personal 401k Fee Report product allows 401(k) plan participants to figure out what they pay in fees.

Defined contribution (DC) plan sponsors said reviewing plan-related expenses was the most important fiduciary action they took over the past year, according to a Callan Associates survey.

New Jersey's public pension funds spent $166 million on brokerage commissions, advisers' fees, and other administrative costs during the last fiscal year, including $5 million it didn't need...

The National Association of Personal Financial Advisors (NAPFA) is advocating for reform of 12b-1 fees.

A federal judge has moved forward claims by Kraft Foods Global employees that retirement plan fiduciaries breached their duties by offering investment options that underperformed and charged excessive...