trendspotting May-Jun 2008

Fee Base

Sponsors lack confidence about plan fees

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Data & Research

December 6th, 2023

Advisers should identify key fee drivers to protect participant outcomes, particularly for plans of less than $1 billion.

Compliance

August 10th, 2023

A complaint alleging AT&T’s benefits committee failed to properly report brokerage commission paid to Fidelity has been remanded back to...

Compliance

July 18th, 2023

The agreement is still pending court approval but would end 7-year court case.

viewpoint Mar-Apr 2008

Your Undivided Attention

Corporate retirement services and wealth management are not a winning proposition

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Data & Research

January 9th, 2025

The market for 401(k) plans with less than $5 million in assets is poised to hit 1 million plans by...

Deals & People

December 9th, 2024

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Deals & People

December 6th, 2024

Executive departures signal more reshuffling at the $38 billion advisory.