Tag: Fees
CalPERS Releases Placement Agent Disclosures
January 14, 2010 (PLANSPONSOR.com) – The California Public Employees’ Retirement System (CalPERS) on Thursday released documents showing that private placement...
Short-term Redemption Fees No Longer Needed?
January 14, 2010 (PLANSPONSOR.com) – A new study suggests mutual fund companies may no longer need to keep in place...
DC Plan Sponsors Say Reviewing Fees Most Important Fiduciary Action
H&R Block to Refund IRA Fees to Settle Lawsuit
Transamerica Extends Bond Fund Purchase Minimum
Auditors Question Fees NJ Pension Fund Paid Financial Advisers
December 24, 2009 (PLANSPONSOR.com) - New Jersey's public pension funds spent $166 million on brokerage commissions, advisers' fees and other...
Court Moves Forward Kraft Foods Excessive Fee Suit
December 22, 2009 (PLANSPONSOR.com) – A federal judge has moved forward claims by Kraft Foods Global employees that retirement plan...
Hecker Fee Case Prompts Exelon Suit Dismissal
December 14, 2009 (PLANSPONSOR.com) – With one eye cast toward the recent closely watched excessive fee case Hecker v....
403(b) Sponsors Offered Help to Participants during Downturn
December 8, 2009 (PLANSPONSOR.com) – A recent survey by the Profit Sharing/401(k) Council of America, and sponsored by The Principal...
GAO Makes Suggestions to DoL on Fee Reporting
December 7, 2009 (PLANSPONSOR.com) – In a new report, the Government Accountability Office (GAO) makes suggestions to the U.S. Department...
Fee Probe Leads Alabama to Change 457 Providers
December 7, 2009 (PLANSPONSOR.com) – Alabama is switching to a new 457 deferred compensation plan provider amid concerns about the...
SEC to Make Recommendations on 12b-1, Target-Dates: Shapiro
December 4, 2009 (PLANSPONSOR.com) – Plan sponsors could be looking at some changes on target-date funds next year...
Appellate Court Blesses Excessive Fee Suit Dismissal
December 2, 2009 (PLANSPONSOR.com) – A federal appellate court’s to-the-point ruling in an excessive fee case involving United Technologies Corp....
8th Circuit Says Wal-Mart 401(k) Suit Requires Further Discussion
IMHO: Tractor “Trailer”
About a week ago, Caterpillar agreed to a $16.5 million settlement of one of those allegedly excessive fee/revenue-sharing...