Tag: 401(k) plan fees

May 4th, 2018

Barry’s Pickings: Keeping Employers in the 401(k) System: Fixing 401(k) Fee Litigation

Michael Barry, president of the Plan Advisory Services Group, delves into fee litigation assumptions—and what is wrong with them.

Data and Research February 20th, 2018

The latest book was expanded to include 401(k) fee information on plans with large participant account balances.

Friday, the Dow closed 84.83 points (0.34%) lower at 25,090.48, the NASDAQ gave up 14.66 points (0.19%) to finish at 7,746.38, and the S&P 500 lost 2.83 points (0.10) to close at 2,779.66. The Russell 2000 shed 0.82 points (0.05%) to 1,683.91, and the Wilshire 5000 lost 29.77 points (0.10%) to finish at 29,036.09.

The price of the 10-year Treasury note was up 5/32, decreasing its yield to 2.919%. The price of the 30-year Treasury bond increased 7/32, bringing its yield down to 3.044%.

WEEK’S WORTH: For the week ending June 15, the Dow lost 0.89%, the NASDAQ climbed 1.32%, and the S&P 500 was up 0.02%. The Russell 2000 finished 0.68% higher, and the Wilshire 5000 increased 0.17%.

Moving From Inertia to Income: Insights Into Delivering Successful Retirement Outcomes New research: Actions you can take to help meet the changing retirement income needs of your clients
Automatic Rollovers: From Footnote to Fiduciary Best Practice Learn how automatic rollovers have evolved, and how they will impact retirement plans in the future.
Conning’s Annual Corporate Pension Review 2017 – A Year of Improvement Gauges current health of U.S. corporate DB pension plans per analysis of plan data 2013-17.
What Retirement Consultants Think Most 401(k) consultants support additional services in plans for retirees.
Minds, Hearts, and Souls: ESG as a Catalyst for Plan Success New research: Actions you can take to meet the changing ESG needs of your participants