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Showing entries with the topic “Fees”.
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With the holiday season upon us and the New Year fast approaching, we explore five trends that will be popular with retirement plan sponsors in 2018.Read more
What if I told you that there is a fee present in mutual funds that is not included in the fund’s published expense ratios and is often not publicly disclosed by the fund companies, since the SEC does not require its disclosure? You might laugh, but it is true. These added fees are known as tr…Read more
With retirement plan fees serving as the centerpiece of fiduciary breach lawsuits, it's no wonder that this is the leading topic of interest with retirement plan fiduciaries.Read more
Jeff Snyder discusses attempts to cut pension plan costs including CalPERS’ decision to move up to $30 billion to in-house managers on Bloomberg TV.Read more
Increasingly, retirement plan sponsors are looking to attain the lowest share class available for participants; however, in some cases, that decision requires careful analysis. Below, we explore the expense ratios associated with mutual funds that offer multiple share classes. An expense ratio is…Read more
Over the last decade, the growth in retirement plan assets managed via target date funds (TDFs) has developed into one of the most powerful trends in all of financial services. A large percentage of these assets are invested through the various defined contribution structures such as 401(k), 4…Read more
With heightened awareness of the fiduciary responsibility to ensure fees are reasonable for the services provided, many plan committees are now carefully considering the most equitable method to allocate those fees among participants.Read more