Showing entries with the topic “Fees”.
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Sep 2019The Race to Zero in Index Funds
The rush to adopt lower cost funds is one of the dominant investment themes of the decade, driven by investors’ new-found love for inexpensive passive investing in the aftermath of the financial crisis. How can investment managers sustain nearly-zero expense ratios and remain profitable?
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Aug 2019Case Study: Growth through Acquisition and the Impact on Retirement Plans
The dynamic healthcare industry continues to see significant merger and acquisition activity, and combining the retirement plans of newly acquired entities can be complicated. Learn how WMCHealth has successfully integrated plans while enhancing the benefits for both new and existing employees
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Jul 2019Fiduciary Breach Lawsuit Issues Explored - Topic #2: Asset-Based vs. Per-Participant Fees
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of asset-based versus per-participant fees.
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Jun 2019Fiduciary Breach Lawsuit Issues Explored Topic #1: Active Versus Passive Investments
With more than 100 lawsuits filed against fiduciaries of defined contribution retirement plans, litigation has plagued the retirement plan industry over the past decade. In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims.
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Jun 2019Fiduciary Breach Lawsuit Series
With more than 100 lawsuits filed against the fiduciaries of defined contribution retirement plans for breach of their responsibilities, litigation has plagued the retirement plan industry over the past decade. The claims in these lawsuits cover a broad range of topics and issues related to actions …
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May 2019Case Study: A University’s Holistic Approach to Maximizing Retirement Plan Benefits
Learn how the University of Pittsburgh created a best-in-class retirement plan program as part of a large-scale focus to provide better services, communications, and outcomes to nearly-25,000 retirement plan participants.
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Feb 2019Permissible Plan Expenses: What Can Plan Sponsors Pay from Retirement Plan Assets?
With the increased focus and litigation surrounding retirement plan fees, plan sponsors need to pay keen attention to any expenses paid from their retirement plan's assets to ensure they are permissible.
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Dec 2018Delivering Retirement Benefits to Healthcare and Higher Education Employees
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.
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Aug 2018Case Study: College Streamlines and Simplifies Retirement Plan Offering
With a finger on the pulse of their retirement plan participants, Saint Anselm College in Manchester, New Hampshire, realized the need to streamline their $80.5M* retirement plan to help participants focus on the important aspects of retirement readiness.
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May 2018Multiple Employer Plans (MEPs): Important Considerations
MEPs have been in the news lately, particularly as plan sponsors seek to protect themselves from litigation related to fees and fund offerings by joining forces with other employers to achieve economies of scale. What must employers consider before joining an MEP?
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