Tag: Recordkeepers

Georgetown University Targeted by Familiar ERISA Breach Allegations

Plaintiffs argue it was inappropriate to allow three recordkeepers to supply the plans with a separate menu of investment choices, including mutual fund share classes that charged higher fees than other alternatives that offered the same investment strategies or less expensive share classes of the exact same investment fund—or both.

2017 Adviser Choice Awards

PLANADVISER has announced winners of the fourth annual Adviser Choice Awards, to be handed out at the PLANSPONSOR/PLANADVISER Excellence in Retirement Awards 2018 on March 29th.

PANC 2014: Plan Fee Challenges

Fees assessed in a retirement plan can have many different shapes and sizes, pointed out Vincent Morris, president of Bukaty companies and moderator of a PANC 2014 panel discussion on plan fee challenges.

Murphy to Lead Retirement at Great-West

Edmund F. Murphy III has been named president of Great-West Financial’s combined retirement organization, integrating the businesses of Great-West Financial, Putnam Investments and J.P. Morgan Retirement Plan Services.