Popular Stories

External News

Where Do you Go for Financial Advice?

Got News?
If you have news of interest to plan sponsors, email us at news@plansponsor.com

KnowHow Archive

e-mail   print   reprint   share   Login to Recommend
Plan Sponsor Guide Participant Guide

Fees Ability

Maybe it was that report by the Government Accountability Office (GAO), perhaps the recent Congressional hearings­ or reports about the new 5500; of course, it might have been the Department of Labor's recent request for information,­ perchance the recent series of revenue-sharing lawsuits—or more than one of the above?

Whatever the foundation, even plan sponsors that normally are sensitive to their responsibilities regarding plan fees have had plenty of reason to become even more acutely aware of those issues.
 
More importantly, the widespread news coverage of these factors has doubtless served to heighten participant ­awareness—and, at least in some cases, concerns—about the impact of fees on their retirement plan balances.
 
This month's KnowHow is designed to help participants get a better handle on the costs, as well as the benefits,
of their retirement plan accounts. You can help by: 

  • Identifying the class(es) of fund shares available in your plan
  • Making fund prospectuses available (or telling participants how to obtain them)
  • Highlighting the expense categories on their retirement plan statements (if any).

As always, we look forward to your feedback. 

PLANSPONSOR staff
editors@plansponsor.com

Back to KnowHow Archives

Sponsored Resource Center

Searching for Retirement Advice

Click here for our video interview with Jon Prescott, Chief Marketing Officer, CPI Qualified Plan Consultants.

Sponsored Resource Center

Retirement Insights

At PLAN DESIGNS 2009, PLANSPONSOR met with Steve Smith, VP, Sales & Corporate Plans Market Leader, Diversified Investment Advisors

Sponsored Resource Center

To advertise here...

...please call Hayward Henderson at 203-979-6195 (m), or click here to send hhenderson@assetinternational.com an email inquiry.
GfJ432Hghb43dfs3dasds4at8