Fees
Zen and the Art of Fee Disclosure: What 401k Plan Sponsors Can Expect from 408(b)(2) Service Provider Disclosures
If a fee falls in the forest, will a 401k plan participant hear it?
Second Look at Headline Grabbing 401k Fee Survey Reveals Major Questions
In the rush to get the headline, did the mass media just do a grave disservice to 401k plan sponsors and investors?
New 408(b)(2) “Guide”: Not Necessarily What 401k Plan Sponsors Hoped For
401k plan sponsors may discover the Fee Disclosure Rule may be more hazardous than healthy.
401k Plan Sponsor Warning: DOL May Sacrifice Fee Purity for Fee Transparency
A simple example shows how liability can increase when using 12b-1 and revenue sharing fees.
Should 401k Plan Sponsors Sell Their Souls for One-Stop-Shopping?
Are the purported lower fees of bundling real, or are they a figment of some marketing department’s imagination? Worse, are bundled services really a fiduciary trap?
Study Reveals Five Factors That Help Lower 401k Fees
The ICI comes out with a study that makes it look easy, but what’s the catch?
Which Fiduciary “Cost” Matters Most: The Broker’s or the Retirement Investor’s?
Both sides of the fiduciary debate suggest their view reduces retirement investor costs. They can’t both be right. Luckily, the marketplace offers a real testing ground, leaving only one question: Who does the DOL protect – the industry or the investor?
Ex-Employees Who Don’t Rollover – Will 401k Fees Increase Plan Sponsor Liability?
Unfortunately, 401k plan sponsors cannot serve two masters – the existing employees and the former employees. Here’s why.
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