Tag: Fees

Franklin Templeton launches strategic beta ETFs and Vanguard reduces expense ratios on more funds.

A district court judge found the plaintiffs “have pleaded sufficient facts from which the Court can reasonably infer that Starwood...

With TDFs dominating the DC market, fund managers are looking at new ways to enhance these vehicles and face the...

“Responses to the shift vary greatly, ranging from just hoping this trend changes to working to reduce their cost structure,...

Even with huge amounts of data available, there is not very much simple or straightforward about retirement plan fee benchmarking.

A federal court judge has found the plaintiff’s claims plausible.

They key development around “T shares” is that they feature uniform commissions, while “C shares” move compensation away from the...

American Century releases new alternative investments fund, and Thornburg Investment Management adds R6 share classes.

According to the motion filed by attorneys, the fact that the plaintiff’s claims are brought pursuant to ERISA’s civil enforcement...

The complaint specifically calls out the use of BlackRock target-date funds which it says use excessive fund layering, subjecting participants...

Ultimately, Putnam Investments prevailed in a lawsuit claiming it and its retirement plan fiduciaries engaged in prohibited transactions by offering...

The core of the plaintiffs’ claims relate to the use of American Beacon Funds in the plan, which were created...

The only motion to dismiss by the defendants that the court granted concerned a claim that the 401(k) plan should...

A district court judge in Colorado has sided with the recommendation made by a magistrate judge, ruling that plaintiffs have...

Just one out of a number of allegations included in two ERISA lawsuits against SafeWay have been ruled untimely, allowing...

The free tool allows employers to compare the various costs that go into running a 401(k) plan, including fees for...

These investment vehicles may pose pricing and regulatory advantages that could seem attractive to plan sponsors.

The tool gathers millions of data points to determine participant actions and identify plan-design flaws, while offering solutions.

While a couple of Insperity defendants’ motions to dismiss were granted, most were denied.

The text of the suit offers a detailed look at the investment menu offered to JP Morgan employees, as well...