Tag: Recordkeeping

Union Fund Hit With Excessive Fee Suit

Similar to many excessive fee lawsuits filed against single-employer plans, the complaint accuses a multiemployer plan of failing to leverage its bargaining power to obtain lower investment and recordkeeping fees.

Retirement Industry People Moves

Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG; and more. 

Plan Health Appraisals by Industry and Region

Discussing a new Wells Fargo tool, the Outcome Optimizer, the firm’s director of relationship management suggests granting plan sponsors a view into the performance of peers’ plans is a powerful motivator.