Emerging and Growing Trends in DC Plans
A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.
Tag: Fees
Asset Management Fees Matter for Performance
A Segal Rogerscasey report concludes that fees paid to asset managers matter, and higher fees tend to result in lower...
(b)lines Ask the Experts – Should Fund Prospectuses Be Automatically Sent?
November 11, 2014 (PLANSPONSOR (b)lines) – “I work at a 501(c)(3) social welfare organization that sponsors an Employee Retirement Income...
MassMutual Agrees to Settle Revenue Sharing Lawsuit
Massachusetts Mutual Life Insurance Company (MassMutual) has agreed to settle a lawsuit brought by a 401(k) plan sponsor alleging the...
(b)lines Ask the Experts – When Must Fee Disclosures Be Sent?
November 4, 2014 (PLANSPONSOR (b)lines) – “Now that the 5500 and Form-SSA filing has been completed, I am turning my...
Finding ROI in Participant Communication Programs
Improving the retirement plan participant experience is an important step in addressing the nation's retirement savings shortfall, according to Broadridge...
Benefits |
Many Baby Boomers Unaware of Retirement Plan Fees
October 20, 2014 (PLANSPONSOR.com) – Investment firm Rebalance IRA found 46% of Baby Boomers polled believe they do not pay...
How a Plaintiff's Attorney Views the Supreme Court Fee Case
October 17, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court announced early this month that it would review parts of an...
Opinions |
Objectively, How Good Is Your Retirement Plan? Part 2
October 10, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
Court Moves Forward Citigroup 401(k) Excessive Fee Suit
October 9, 2014 (PLANSPONSOR.com) – Participants in the Citigroup 401(k) plan can move forward with their claims plan fiduciaries violated...
Experts See Big Stakes in SCOTUS Review of Tibble
October 6, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court’s decision to review parts of Tibble v. Edison International could have...
Products |
John Hancock Reduces Fees on Retirement Portfolios
October 6, 2014 (PLANSPONSOR.com) – John Hancock Investments lowered expenses across its suite of Retirement Living Portfolios, pledging up to...
Supreme Court Will Hear Tibble v. Edison Case
October 2, 2014 (PLANSPONSOR.com) – The law firm of Schlichter, Bogard & Denton says the U.S. Supreme Court has agreed...
Court Finds John Hancock Not a Fiduciary in Fee Case
October 2, 2014 (PLANSPONSOR.com) - John Hancock has ultimately been found not to be a fiduciary in a case alleging...
Opinions |
Objectively, How Good Is Your Retirement Plan?
September 26, 2014 (PLANSPONSOR.com) - Objectively, how good is your retirement plan? Without some comparative analysis, how would you know?
Benefits |
Using Trends to Improve Your Plan
September 17, 2014 (PLANSPONSOR.com) - Plan sponsors can use data about industry trends to make improvements to their retirement plans.
Government Backs Top Court Review of 401(k) Plan Fee Case
August 27, 2014 (PLANSPONSOR.com) – The U.S. Solicitor General has filed a brief asking the United States Supreme Court to...
Benefits |
Retirement Plan Size, Equity Holdings Drive Fees
August 21, 2014 (PLANSPONSOR.com) - Plan size, average participant account balance, and percentage of plan assets invested in diversified equity...
Fidelity to Settle Excessive Fee Suits
August 13, 2014 (PLANSPONSOR.com) – Fidelity Investments has agreed to a settlement of two lawsuits charging it with subjecting its...
Litigators Call for Supreme Court Review of Tussey Case
August 8, 2014 (PLANSPONSOR.com) - A well-known 401(k) fee litigation firm has asked the U.S. Supreme Court to review key...