Showing entries with the topic “Fees”.

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Dec 2015

Five Retirement Trends to Watch for in 2016

​With the holiday season upon us and the New Year fast approaching, it is time to consider what 2016 will bring for retirement plan sponsors. Here are five trends that we predict will popular with plan sponsors in the New Year:

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May 2013

Fees: 3 Steps Every Plan Sponsor Should Take

Everywhere that plan sponsors turned over the past 18 months, they heard talk of fee disclosure. Since July 1, 2012, covered service providers have been required to comply with ERISA section 408(b)(2), by providing details of the compensation received both directly and indirectly for the services th…

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Mar 2013

Is Fee Levelization Right for your Plan?

In the past, the average retirement plan participant may have thought that their 401(k) plans were free, but now that the fee disclosure regulations have taken effect, participants are made aware of the exact costs of investment management and administrative services on their quarterly statement. Re…

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Jan 2012

Final Participant Fee Disclosure Regulations

​Retirement plans can present challenges for both the plan sponsor and the participant. Historically, one of the salient dilemmas has been the lack of information provided to participants and sponsors regarding fees...

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Jul 2011

Getting More Value Out of Your Plan Fees: Expense Reimbursement Accounts

​Fee transparency and fee disclosure have become very hot topics in the world of defined contribution plans. Many articles have been written on the need for plan fiduciaries to examine all plan-related fees thoroughly, and to confirm that those fees are reasonable for the services being delivered.

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Sep 2007

Understanding Your 403(b) Plan Fees

​As a higher education plan sponsor and fiduciary for your 403(b) plan, you need to understand and evaluate the fees your organization is paying for its retirement plan services. You must ensure that the services provided to the plan are necessary and that the costs are reasonable.

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