Tag: Fee disclosure

A zero-revenue share class was added to Manning & Napier’s Pro-Mix Collective Investment Trust (CIT) Fund family.

The SPARK Institute submitted a request for guidance to the U.S. Department of Labor (DOL) about the ongoing deadline for furnishing participant fee and investment disclosure materials.

A guide from the Principal Financial Group helps advisers answer common plan sponsor questions about compensation.

Even for companies that had full transparency before fee disclosure regulations, 408(b)(2) and 404(a)(5) still prompted change in their businesses.

There’s no shortage of legislation and regulatory guidance to keep track of, according to panelists at the 2013 PLANSPONSOR National Conference.

Only 30% of 401(k) plan participants said they “paid attention” to the fee disclosures they received last year, according to the quarterly Wells Fargo/Gallup Investor and Retirement Optimism...

Fred Reish, a partner at Drinker Biddle & Reath, the Los Angeles law firm, has launched fredreish.com, a blog about retirement regulation and compliance.

The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) has resources for participants to learn about plan fees.

Defined benefit (DB) plan sponsors have new guidance concerning new disclosure requirements mandated by the Moving Ahead for Progress in the 21st Century Act (MAP-21).

A survey indicates the recently mandated retirement plan fee disclosure notices did little to increase participants’ knowledge.

As government looks for budget solutions, defined contribution tax breaks fall in the crosshairs.

Participants from three 401(k) plans have filed a lawsuit against Fidelity Investments regarding its use of float income.

ING Life Insurance and Annuity Co. has agreed to settle allegations brought by the Department of Labor (DOL).

An industry group has released a guide to help retirement plan sponsors and service providers navigate new participant fee disclosure rules.

Plan sponsors are largely optimistic about fee disclosure regulations, but say they need help from advisers.

Lincoln Trust Company introduced an online tool that helps 401(k) plan participants determine the true cost of their retirement plan.

Few defined contribution (DC) plan participants have changed their behavior based on fee disclosure information they have received.

Plan advisers are, for the most part, satisfied with their current providers. 

SunTrust Banks Inc. rolled out an enhanced version of Plan Service Center (PSC).