Tag: Fees
Invesco Adds Cost Comparison Tools to Plan Analyzer
Invesco has updated its DC Plan Analyzer application to include detailed cost benchmarking capabilities that allow advisers to deliver plan expense comparisons directly to sponsor clients.
J.P. Morgan Jumps into ETF Marketplace
J.P. Morgan has entered the exchange-traded fund (ETF) market through the launch of a geographically diverse suite of core equity ETFs called the Diversified Return ETFs.
Groups Weigh In on Proposed Fee Disclosure Regs
From excluding large plans to asking for wording that would prompt consultation with the plan adviser, organizations are petitioning the Department of Labor (DOL) about the proposed 408(b)(2)...
Miracle Mile Advisors Unveils ETF Retirement Platform
Miracle Mile Advisors, a California-based investment advisory firm, has partnered with TD Ameritrade to launch a “modern 401(k) platform” built around low-cost exchange-traded funds (ETFs).
Court Deems MassMutual a Fiduciary for Setting Compensation
A plan sponsor’s lawsuit over revenue sharing payments has moved forward as a court found the sponsor's plan provider became a functional fiduciary by setting fees.
Passive Investment Momentum Continues
The strong growth of passive investment products shows little sign of slowing over the short term and could signal an important secular trend, according to new research from...
Switch Rates in Micro Market Signal Opportunities
Open architecture and an uptick in the use of co-fiduciary services are changing the landscape for investment firms, according to Retirement Research Inc.
Frequent Participant Trading Elicits Fund Provider Response
Frequent trading by some 401(k) participants is eliciting a response from fund providers such as Vanguard and T. Rowe Price.
Expense Ratios for Equity Mutual Funds Lower
Investors paid lower average expense ratios for equity mutual funds in 2013, says a report from the Investment Company Institute (ICI).
ShareBuilder 401k to Waive Plan Setup Fees
Small business owners and human resources staffers can save nearly $1,000 in waived 401(k) plan startup fees through a promotion from ShareBuilder 401k to mark Small Business Week.
Client Demand Drives Consultant Focus on LDI
More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates.
Small Businesses Increasing Retirement Savings Efforts
The smallest of employers are gaining enough confidence in the economic growth of their businesses to increase efforts to help employees save for retirement.
USRP Acquires Common Remitter Business
U.S. Retirement Partners (USRP), through its U.S. Employee Benefits Services Group (USEBSG) division, has acquired the Common Remitter Services business of CPI Qualified Plan Consultants, Inc.
Roth Plan Features Becoming More Popular
Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.
Survey Finds Little Consistency on Fee Disclosures
A recent survey report from the North American Securities Administrators Association (NASAA) finds a wide disparity in how broker/dealers and other financial services providers disclose fee charges.
More Reasons for De-Risking DB Plans
Employers are finding more reasons to de-risk their defined benefit (DB) retirement plans, says a new analysis from Buck Consultants.
ADP Launches Fee-for-Service Investment Platform
Benefits solutions provider ADP has introduced the IPS Zero investment platform, designed for retirement plan advisers who employ a fee-for-service compensation structure.