PLANSPONSOR Weekend Newsdash
Week ending May 26th, 2017
Hello PLANSPONSOR readers! Retirement plan excessive fee litigation shows no end in sight; two more excessive fee suits were filed against universities this week. However, a new application aims to help plan sponsors negotiate better fees, and two reports show mutual fund expenses are trending downward. Enjoy this edition of PLANSPONSOR Weekend, and have a very happy long weekend!
Editor's choice
Participants Sue Princeton Trustees for ERISA Breaches
The plan sponsor is accused of failing to leverage its size and sophistication to ensure a fair deal on recordkeeping for plan participants, among other claims.Read more >
University of Chicago Faces Excessive Fee Lawsuit
The university is accused of not negotiating a better price for recordkeeping and retaining high cost, underperforming investments, among other things.Read more >
Application Aims to Give Plan Sponsors Fee Negotiating Power
Josh Itzoe from Greenspring Wealth Management says FeeMetri(k)s’ goal is to make retirement plan sponsors fee experts in five minutes.Read more >
Mutual Fund Expenses Continue Downward Trend
There was a decline in expense ratios for actively managed and index equity and bond mutual funds, ICI data shows.Read more >
Morningstar Reports Record Low in Fund Fees
The demand for low-cost passive funds is driving a downward trend in fees for mutual funds and ETFs, according to research by Morningstar.Read more >
Share the news with a friend! Pass PLANSPONSOR Weekend along—and tell your friends/associates they can sign up for their own copy.Read more >
New Financial Audit Rule Increases Requirements for Plan Sponsors
Plan sponsors will be required to provide much more data, as well as certifications about plan administration and governance, and limited-scope audits will no longer be so limited.
2021 Recordkeeping Survey
TRIVIAL PURSUITS: What do the M’s stand for in M&Ms?
Participants Missing the Full Match Remains a Big Problem

A new survey shows there are several reasons employees decide not to contribute to their retirement plans.

TRIVIAL PURSUITS: Meaning and Origin of the Idiom “Watershed Moment?”

Some may describe the arrival of the coronavirus as a “watershed moment.”

Editorial: Alison Cooke Mintzer


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