As July wound to a close, no fewer than a dozen industry trade organizations put their collective heads together and tried to help the Department of Labor—which has been working on a project regarding fee disclosure, and has asked for input—put together some workable principles on retirement plan fee disclosure
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.
Whether it's the omnipresent headlines about global warming, the soaring prices at the pump, or just a general desire to do the "right" thing (whatever that is), there does appear to be a growing awareness of socially "responsive" investments.
HR professionals walk a fine line on policies that monitor employee lifestyles.
It's getting hard to tell where the line lies between growth and value.
DC plans' interest in real estate builds.
Blame it on the hedge funds—the trend to performance-based fees
It's back to school for 403(b) plan sponsors.
For better or worse, Congress, when it passed ERISA, adopted modern portfolio theory as the investment standard for "prudence." In doing so, it rejected explicitly investment theories grounded in the preservation of principal.
A 401(k) fee suit was dismissed.
Some tips on analyzing plan expenses.
HRO works, but the take-up rate is still sluggish.