Plan Design, Operations, Outsourcing
HR, Health Care, Post-Retirement
Economic Commentary, Investment Trends, Market Insights
Business Wins, Job Changes, Mergers and Acquisitions
Investments, Platform Enhancements, Tools and Services
Court Decisions, Legislation, Regulations
Industry Trends, Plan Benchmarks, Statistics
Attitudes and Behavior, Education and Advice
Monitoring funds, purchasing power, true costs and more
“There are many ways for an adviser to add value,” says Aaron Friedman with The Principal.
Reductions of up to 26 basis points or up to 38% per fund vary by fund.
“I am commencing the process of reviewing the 2014 Form 5500 for our
calendar-year ERISA 403(b) plan.
participants seldom engage in too-frequent or inappropriately coordinated
Our 2015 recordkeeping survey profiles 66 providers seeking to capture sponsor attention with the right balance of value and service
The retirement plan industry shows little sign of dropping its focus on fees and lowering the cost of investing.
According to two panelists speaking at PSNC 2015, relying on publicly available fee benchmarking is generally not a marker of top-performing plans and plan sponsors.
Two experienced ERISA attorneys suggest the Tibble fee case
ruling is a positive for retirement plan sponsors—highlighting important best
practices that many have already adopted.
The goal of a partnership with Vertical Management Systems is to bring participant revenue levelization for a variety of investment vehicles to John Hancock's Total Retirement Solutions recordkeeping platform.