Showing entries with the topic “Fees”.
28
Dec 201727
Dec 201726
Dec 201718
Dec 2017Five Trends for Retirement Plan Sponsors in 2018
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 more30
Oct 2017A Closer Look: 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…
Read more26
Jul 2017Retirement Plan Fees: Top 3 Questions Answered
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 more12
Jan 2017Will Pension Funds Pay Internal Managers to Cut Costs?
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 more12
Dec 2016Mutual Fund Share Class Evaluation: A Focus on "Net" Costs
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 more18
Nov 2016A Primer on Target Date Funds
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 more14
Nov 2016Fee Allocation: Which Methodology is Best for Your Plan?
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