A look inside fee benchmarking services
The original notion behind the topic of this month’s cover story goes back more than a year, perhaps two. Having long been interested in the notion of benchmarking, and in the notion of providing some kind of idea of what a "normal" (if not reasonable) fee was for plans of a particular size, I was intrigued when I first stumbled across BrightScope—but what drew my respect was not only the scope of their efforts, but also the scale.
Three things every adviser (and provider) wishes plan sponsors understood about recordkeeping conversions...
We all have them: Those front-line experiences that are inevitable when one deals with the variety—and sensitivity—of issues associated with human beings and critical life events. Sometimes those stories are tragic, sometimes they are bizarre, and sometimes—admit it—they are just plain funny.
There is a lot of discussion about the fees paid by workplace retirement plans: lots of talk about who those fees are paid to and what they are paid for, and who is paid how much for what. In April, I asked NewsDash readers if they benchmarked their retirement plan’s fees.
Each month, Bells & Whistles highlights recent product introductions that plan sponsors may find of interest. More information on these announcements can be found on www.plansponsor.com. If you have a product announcement that you believe would be of interest to our readers, drop us a line at firstname.lastname@example.org.
Picking the best provider
Targeting the right asset allocation approach
Hedge funds adapt to meet post-crisis pressures
Five things you need to understand about your target-date funds’ glide paths
Peabody v. Davis, et al., Case 05CV 05026
Tax reform, retirement plans, and the budget—the right number
New fiduciary definition widens the net
What you need to know about TDFs
The PPACA’s impact on Form W-2 reporting requirements