Tag: Fees

A U.S. Government Accountability Office (GAO) report suggests that if federal regulators gather more information from certain types of retirement savings plans and issue more guidance about plan...

The regulatory tone is shifting in Washington, and plan advisers and their clients should be ready for changes, asserted speakers at the PLANADVISER National Conference.

Sitting in the audience at the ASPPA/DoL Speaks conference last week, I was reminded just how disruptive it can be to have a new boss.  

When it comes to employee benefit plans, there’s a new sheriff in town. 

In a move the firm said will “better position investors to realize their retirement savings goals,” the JPMorgan SmartRetirement Fund expense caps have been lowered.

PlanTools, LLC, announced the release of its Expense Analysis and Benchmarking Tool that will offer more than 10 reports.

Focus Retirement Plan Partners has announced an enhanced suite of retirement plan consulting services available to retirement plan sponsors and financial advisers serving plan sponsor clients.

A federal judge has dismissed a lawsuit alleging a New York state teachers group breached its fiduciary duty by paying “kickbacks” to ING Life Insurance and Annuity Co.

The Investment Company Institute (ICI) is pushing the U.S. Supreme Court to stick with the established legal framework when evaluating claims that a mutual fund’s investment adviser has...

Alabama Attorney General Troy King has taken over a probe into at least $10 million in fees paid by to the Alabama State Employees Association from the 457...

Next week PLANSPONSOR and PLANADVISER will open nominations for our Retirement Plan Adviser of the Year awards.

10 Things You’re (Probably) Doing Wrong—or Not Doing Right—as a Plan Fiduciary 

When it comes to qualified retirement plans, there are three kinds of people: people who are fiduciaries and know it, people who aren’t fiduciaries and know...

A new survey found that in addition to reducing 401(k) contributions, employers are looking to cut cost by negotiating fees with their providers or advisers.

BrightScope, a 401k ratings and analytics firm, has rolled out what the firm calls a “groundbreaking Web application for 401k decision makers at companies of every...

Putnam Investments said it will make sweeping changes to the management fees on its retail mutual funds.

When asked what level of detail they would like to receive in information about retirement plan fees, only 31% of workers surveyed said they prefer a highly detailed...

Rollover provider RolloverSystems Inc. (RSI) is cutting the annual fee it charges for IRA's in response to continued economic pressures on working Americans.

Payden&Rygel has announced a reduction in expenses for the Payden/Wilshire Longevity Funds, its target-date fund series.

In one of the more memorable sound bytes of the Presidential campaign just past, candidate Obama tried to explain the rationale underpinning his economic philosophy as a belief...