Court Rebuffs Summary Judgment Request in Revenue-Sharing Suit
July 18, 2011 (PLANSPONSOR.com) – A federal judge has denied summary judgment for Kraft in an excessive fee suit.
Tag: Fees
Borzi Chats about Upcoming Definition of Fiduciary Rule
July 15, 2011 (PLANSPONSOR.com) – The U.S. Department of Labor’s Employee Benefits Security Administration is working to finalize its proposed...
DoL Extends Applicability Dates for Fee Disclosure Rules
July 13, 2011 (PLANSPONSOR.com) - The Department of Labor’s (DoL) Employee Benefits Security Administration has issued a final rule that...
Products |
Lincoln Trust Offers Plan, Participant Fee Disclosure Solution
July 12, 2011 (PLANSPONSOR.com) – Lincoln Trust Company is offering a fee disclosure solution that it says...
Products |
Castle Rock, Wagner Law Team up on Fee Disclosure Solution
July 11, 2011 (PLANSPONSOR.com) - Castle Rock Innovations, LLC (CRI) has announced its partnership with The Wagner Law Group in...
Benefits |
403(b) Plans Most Use TPAs for Recordkeeping
July 8, 2011 (PLANSPONSOR.com) - An analysis by The Principal Financial Group of respondents to PSCA’s 2011 403(b) Plan Design...
Benefits |
Regulations Will Squeeze Profits of DC Plan Providers: FRC
July 6, 2011 (PLANSPONSOR.com) - Continued scrutiny by regulators and legislators on the fees and outcomes of defined contribution (DC)...
Products |
Firms Partner to Provide Fee Disclosure Solution
July 5, 2011 (PLANSPONSOR.com) - Castle Rock Innovations, LLC (CRI) has announced a partnership with Millennium Investment and Retirement Advisors...
Average 401(k) Expense Ratio Declines
July 1, 2011 (PLANSPONSOR.com) - According to an annual report by the Investment Company Institute (ICI), 401(k) plan participants invested...
PSNC 2011: So, Sue Me
June 27, 2011 (PLANSPONSOR.com) – Don’t put anything in writing that you wouldn’t want printed in the Wall Street Journal.
Products |
Portico Offers Retirement Plan Diagnostic Tool
June 23, 2011 (PLANSPONSOR.com) - Portico Wealth Advisors, LLC, a Registered Investment Adviser and retirement plan consultancy firm, has created...
Products |
SI Updates Mutual Fund Industry Benchmark Report
June 20, 2011 (PLANSPONSOR.com) – Strategic Insight has just published a new report titled “Mutual Fund Industry...
ASPPA Requests Fee Disclosure Extension
June 16, 2011 (PLANSPONSOR.com) - According to a recent press release, the American Society of Pension Professionals & Actuaries (ASPPA)...
Products |
Fiduciary Benchmarks to Offer Fee Benchmarking to UBS Advisers
June 9, 2011 (PLANSPONSOR.com) - Fiduciary Benchmarks has announced a strategic partnership with BlackRock to provide benchmarking services to the...
Solis Argues Prudence Claims Should not be Time-Barred
June 8, 2011 (PLANSPONSOR.com) – In an amicus brief responding to a decision in an excessive 401(k) plan fee case,...
Solis Argues Prudence Claims Should not be Time-Barred
June 8, 2011 (PLANSPONSOR.com) – In an amicus brief responding to a decision in an excessive 401(k) plan fee case,...
Opinions |
IMHO: “Smoke” Signals
June 7, 2011 (PLANSPONSOR.com) - Plan sponsors spend a lot of time wondering – and worrying – about the “right”...
Products |
Pioneer Investments Partners with Fee Benchmarking Firm
June 2, 2011 (PLANSPONSOR.com) - Pioneer Investments announced it is partnering with Fiduciary Benchmarks, Inc. (FBi), a consulting firm specializing in...
SURVEY SAYS: Will 408(b)(2) Matter?
June 2, 2011 (PLANSPONSOR.com) - Yesterday the Department of Labor makes its decision to push back the effective date of...
Products |
PlanTools Announces Revenue Sharing Database
June 1, 2011 (PLANSPONSOR.com) - According to a recent press release, PlanTools has completed its “Revenue Sharing Database,” a new...