Tag: Fee disclosure

Lifetime income, service provider process changes and privacy of retirement plan information are just a few things for which plan sponsors need to prepare.

The basics of fiduciary duties—overwhelming to some plan sponsors—can be an opportunity to provide critical education on fees and ERISA plan fundamentals.

The proposed conflicted investment advice rule from the DOL is designed to protect retirement plan and IRA participants, but experts attending the ASPPA Virtual Conference aren’t sure the...

Advisers responding to the recent fiduciary proposal have “distinct and divergent viewpoints about the rule.”

With so much industry attention fixed on the DOL’s proposed fiduciary rule language, plan sponsor clients will undoubtedly be asking, “What does it mean for us and our...

A former SEC attorney says retirement plan participant lawsuits don’t benefit anyone, but he has launched a new initiative designed to hold plan fiduciaries accountable for their actions.

Significant retirement industry attention is fixed on the potential negative implications of a stronger fiduciary standard, but some advisers are actually looking forward to the new rulemaking.

Retirement industry advocates sent a letter to the SEC arguing fee disclosures regulations would also benefit participants of non-ERISA retirement plans.

A federal district court has ruled float income is not a retirement plan asset belonging to participants.

The U.S. Supreme Court heard oral arguments Tuesday in a case considered by many to be the first example of excessive 401(k) fee litigation to reach the nation’s...

Northern Trust wants to put an end to litigation that has been ongoing since 2009.

Defined contribution retirement plan sponsors are subject to many risks, which ultimately put a company’s reputation at risk, experts at Sibson Consulting note.

A lawsuit claims retirement plan provider and asset manager Aegon USA caused superfluous fees to be charged to its own retirement plan.