Showing entries with the topic “Fees”.
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Feb 2016Fee Allocation in Healthcare Organization Retirement Plans
The extensive scrutiny of fees and the need for fee transparency have resulted in organizations seeking the most equitable way to allocate defined contribution retirement plan expenses. We explore the pros and cons of the numerous methods available for allocating fees.
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Feb 2016Fee Allocation in Retirement Plans
The extensive scrutiny of fees and the need for fee transparency have resulted in organizations seeking the most equitable way to allocate defined contribution retirement plan expenses. We explore the pros and cons of the numerous methods available for allocating fees.
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Dec 2015Five 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 2013Fees: 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 2013Is 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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Sep 2012Participant Fee Disclosure - Much Ado About Nothing?
The effective date of August 30, 2012 for new participant fee disclosure has come and gone. So now the time has come to ask ourselves what we have learned.
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Apr 2012How to Get Better Value from Your 403(b) Provider — Without Doing an RFP
The landscape is changing rapidly for the University 403(b) marketplace. Regulatory reporting and increased scrutiny of vendor products, especially in the area of fees, has prompted many sponsors to review their offerings for the first time and get better value for themselves and their employees. Ma…
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Jan 2012Final 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 2011Getting 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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Jan 2011The DOL’s Final Participant Fee Disclosure Rule: Will It Enlighten Participants?
What a busy year for the DOL on the fee disclosure front! First, came the 5500 Schedule C disclosure requirements, followed by the 408(b)(2) required vendor fee disclosures to plan sponsors, and finally the long-awaited final rule regarding participant fee disclosure has been unveiled.
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