Top of Mind


Showing entries with the topic “Fees”.

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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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