Top of Mind


Showing entries with the topic “Fees”.

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17

Aug 2017

Trends that Matter

In our most recent issue of Trends that Matter, participant engagement and fiduciary responsibility were the hot issues for retirement plan sponsors.  While those trends remain current, others have emerged that should be top of mind with plan sponsors.  The nonprofit sector is reacting …

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22

Jun 2017

Mutual Fund Trading Costs: The Most Important Fee You’ve Never Heard Of?

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…

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15

Jun 2017

Alternate Fee Calculation/Allocation Models

By now, most retirement plan sponsors have an understanding of the two primary methods used by recordkeepers  to charge fees to plans and participants: As a percentage of plan assets - Typically expressed in hundredths of a percent, or basis points (e.g., ten basis points = one-tenth of one …

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08

Jun 2017

Learning from PLANSONSOR's Plan Sponsor of the Year Finalists

Two of our clients, the University of Massachusetts and the Oklahoma State University and A&M System, were selected by PLANSPONSOR as 2017 Plan Sponsor of the Year finalists.  My colleague, Jeff Snyder, had the opportunity to discuss the initiatives that made them worthy of recognitio…

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01

Dec 2016

Recordkeeping Fee Allocation

My colleague Earle Allen recently wrote an article on the latest trends in fee allocation.  As plan sponsors address the increasingly important issue of whether recordkeeping expenses should be paid as a percentage of assets, a fixed-dollar fee, or a combination of both, I wanted to provide som…

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10

Nov 2016

Trends that Matter

In the most recent issue of Trends that Matter, cheaper fund share classes, fixed/stable value funds and target date fund analysis were the hot issues among retirement plan sponsors. While these trends remain current, others have emerged that should be Top of Mind with plan sponsors:Plan sponsors ar…

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03

May 2016

Fee Reductions That Could Be Yours For The Taking, If You Only Ask!

In one of our first Top of Mind blog entries, we shared how some plan sponsors are eligible for expense reductions in their low-cost index funds, but do not receive them simply because they have not asked the fund family if they qualified.In the continuing quest to attain lower fees for our plan spo…

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10

Mar 2016

From the Archives: Understanding Your 403(b) Plan Fees

In our inaugural edition of From the Archives, we took a fresh look at some statistics regarding 403(b) plans from 2010. This time around, we will reach even further back into our archives.In 2007, I wrote Understanding Your 403(b) Plan Fees, continuing the focus on plan fees that our firm has had s…

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02

Mar 2016

Trends that Matter

In our inaugural post on Trends that Matter, we highlighted RFP activity and customization of returning excess revenue to participants. While those trends remain popular, others have emerged that should be top of mind with plan sponsors (pun intended): There is continued downward fee pressure on …

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