Data and Research | March 31st, 2026 Most 401(k) Plans Saw Costs Continue to Drop Smaller plans still tend to pay higher percentages in total costs, investment costs and adviser compensation, according to the latest...
Opinions | September 16th, 2025 From 401(k) to Health Plans The rise of fiduciary risk under CAA 2021 and ERISA.
Data and Research | July 22nd, 2025 Mutual Fund Expense Ratios Reach Historic Lows The expenses that 401(k) participants incur have declined considerably since 2000, according to the Investment Company Institute.
Opinions | July 11th, 2025 What Do Hidden Fees Really Mean in Your Health Plan? A Wake-Up Call for Employers Amid growing evidence that hidden fees are embedded in health plans, plan sponsors are required to adopt best practices to...
Opinions | June 2nd, 2025 How Plan Sponsors Could Unknowingly Violate ERISA By rolling left-behind funds into fee-based safe harbor IRAs, plan sponsors could hurt former employees’ finances and open themselves up...
Benefits | August 1st, 2024 Managed Accounts Provide Opportunity, Challenges as a Retirement Income Solution With their ability to provide personalized advice, managed accounts have become a more attractive retirement income solution, but the high...
Administration | April 25th, 2024 Managed Accounts and Financial Wellness Are Growing Plan-Sponsor Priorities Callan’s annual defined contribution survey highlights trends from 2023 and forecasts for 2024.
Administration | February 20th, 2024 Understanding Investments and Fees: A Key Part of Plan Committee Education The issue of monitoring investments and plan fees is something that often comes up in retirement lawsuits and is therefore...
Compliance | June 20th, 2023 Plan Progress Webinar Series: Provider Due Diligence The dos and don’ts of selecting new service providers, from conducting RFPs to avoiding ‘mission creep,’ according to a panel...
Data and Research | April 6th, 2023 DC Plan Sponsors Increased Focus on Cutting Fees, Protecting Against Litigation in 2022 Callan’s Defined Contribution Trends Survey revealed that plan sponsors had increased interest in DEI efforts and eliminating fees in 2022.
Data and Research | January 22nd, 2018 Many DC Plan Sponsors Reduced Fees in 2017 A survey finds a drop in revenue sharing used to pay plan fees, and that half of DC plan sponsors...