DoL Issues Final Rule on Fee Disclosure
February 2, 2012 (PLANSPONSOR.com) – The U.S. Department of Labor’s (DoL) Employee Benefits Security Administration (EBSA) issued a final rule...
Tag: Fees
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403(b) Transparency Taskforce Launches Model Disclosure Form
February 1, 2012 (PLANSPONSOR.com) – The 403(b) Transparency Taskforce launched the...
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PwC Offers Providers Steps to Prepare for Participant-Level Fee Disclosure
January 31, 2012 (PLANSPONSOR.com) – Under new Department of Labor rules, retirement plan sponsors must provide fee disclosures to participants...
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Dalbar Introduces Fee Disclosure Certification Program
January 31, 2012 (PLANSPONSOR.com) – Dalbar has introduced a Fee Disclosure Certification program for the evaluation of plan provider services.
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Dalbar Introduces Fee Disclosure Certification Program
January 31, 2012 (PLANSPONSOR.com) – Dalbar has introduced a Fee Disclosure Certification program for the evaluation of plan provider services.
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Broadridge Provides Fee Disclosure Overview to Plan Sponsors
January 25, 2012 (PLANSPONSOR.com) – A report from Broadridge Financial Solutions provides insights designed to help firms successfully navigate the...
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Book Reveals Wide Range of 401(k) Plan Fees
January 17, 2012 (PLANSPONSOR.com) - The average total plan cost for a small 401(k) plan (100 participants) is 1.30%.
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Lockton Offers Thoughts on Plan Design and Fees
January 17, 2012 (PLANSPONSOR.com) – Lockton Retirement Services issued two new articles providing insight to retirement plan sponsors.
(b)lines Ask the Experts – The Effect of Lacking Guidance About Fee Disclosure
January 17, 2012 (PLANSPONSOR (b)lines) – “I hear that my 403(b) vendor is supposed to provide me with a new...
Best Practices for 403(b)s Subject to Fee Disclosure Rules
January 17, 2011 (PLANSPONSOR.com) – During a workshop at the National Tax-Sheltered Accounts Association (NTSAA) latest 403(b) Compliance Resolution Summit,...
Plan Sponsors Need to Be More Aware of Administrative Fees
January 10, 2012 (PLANSPONSOR.com) – Plan sponsors are not fully knowledgeable of their plan administrative fees.
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SPARK Releases Templates for Fee Disclosure Data Layouts
January 9, 2012 (PLANSPONSOR.com) - The SPARK Institute released spreadsheet templates of its Data Layouts for Non-Registered Investment Product Disclosures...
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Mercer Paper Discusses Impact of Attention on Fees
December 21, 2011 (PLANSPONSOR.com) – A new Mercer Finance & Risk Perspective paper discusses the impact more scrutiny of retirement...
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SPARK Institute and ICI Release Investment Terms Glossary
December 19, 2011 (PLANSPONSOR.com) – A “Sample Glossary of Investment-Related Terms for Disclosures to Retirement Plan Participants” is available to...
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Middle-Market Employers not Ready for Fee Disclosure
December 15, 2011 (PLANSPONSOR.com) - The majority (61%) of middle-market retirement plan sponsors do not feel prepared for new fee...
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401k ProAdvisor Offers 408b2 Rules Kit
December 14, 2011 (PLANSPONSOR.com) - 401k ProAdvisor, a division of Wealth & Pension Services Group, Inc., is providing fiduciary reviews...
EBSA Revises Electronic Fee Disclosure Rules
December 8, 2011 (PLANSPONSOR.com) - The U.S. Department of Labor’s Employee Benefits Security Administration issued Technical Release 2011-03R, revising its...
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Newkirk Launches Fee Disclosure Tools for Plan Sponsors
December 8, 2011 (PLANSPONSOR.com) – Newkirk launched two communication tools to assist plan sponsors with participant fee disclosures.
Wal-Mart and Merrill Lynch to Pay $13.5M for Excessive Fee Suit
According to Forbes, Wal-Mart and its retirement plan administrator (Merrill Lynch) allegedly breached their fiduciary duty for nearly two million...
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ADP Introduces Tool for Paying 401(k) Plan Fees
November 22, 2011 (PLANSPONSOR.com) – ADP has launched the ADP ACCESS FlexAccount, a plan-level administration tool available to ADP Retirement...