Beyond (k)
Clean Shares’ Popularity
The class improves fee transparency but still needs a clearer definition
Reported by Rebecca Moore
To access this premium content, please sign up for a free account!
You Might Also Like:
Why Small 401(k) Plans Should Remain Wary of Hidden Fees
Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.
Complex Ruling Sees Nvidia ERISA Lawsuit Dismissed, For Now
The dismissal order in the case includes several points of success for the plaintiffs, and while the suit has been...
Revenue Sharing Disclosure Failures Result in SEC Action
A recent cease-and-desist order filed by the Securities and Exchange Commission underscores the fact that revenue sharing among financial advisers and ‘parties in interest’ is not necessarily an...