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Fees

401k Plan Sponsors and the Mutual Fund Expense Ratio Wild Goose Chase

Any talk of mutual fund expense ratios only diverts attention away from the true issue at hand – what are the true costs of those non-mutual fund products that make up nearly half of all 401k investments?

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Zen and the Art of Fee Disclosure: What 401k Plan Sponsors Can Expect from 408(b)(2) Service Provider Disclosures

If a fee falls in the forest, will a 401k plan participant hear it?

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Second Look at Headline Grabbing 401k Fee Survey Reveals Major Questions

In the rush to get the headline, did the mass media just do a grave disservice to 401k plan sponsors and investors?

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New 408(b)(2) “Guide”: Not Necessarily What 401k Plan Sponsors Hoped For

401k plan sponsors may discover the Fee Disclosure Rule may be more hazardous than healthy.

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401k Plan Sponsor Warning: DOL May Sacrifice Fee Purity for Fee Transparency

A simple example shows how liability can increase when using 12b-1 and revenue sharing fees.

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Should 401k Plan Sponsors Sell Their Souls for One-Stop-Shopping?

Are the purported lower fees of bundling real, or are they a figment of some marketing department’s imagination? Worse, are bundled services really a fiduciary trap?

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Study Reveals Five Factors That Help Lower 401k Fees

The ICI comes out with a study that makes it look easy, but what’s the catch?

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Which Fiduciary “Cost” Matters Most: The Broker’s or the Retirement Investor’s?

Both sides of the fiduciary debate suggest their view reduces retirement investor costs. They can’t both be right. Luckily, the marketplace offers a real testing ground, leaving only one question: Who does the DOL protect – the industry or the investor?

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Ex-Employees Who Don’t Rollover – Will 401k Fees Increase Plan Sponsor Liability?

Unfortunately, 401k plan sponsors cannot serve two masters – the existing employees and the former employees. Here’s why.

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Great Info for Every 401k Plan Sponsor: Review of 401k Averages Book

Fee disclosures will become the trending topic among 401k plan sponsors and fiduciaries. It will be tempting to overweight this parameter. But if your plan has an index fund or you’ve ever contemplated using index funds, this book contains one piece of data you absolutely must have.

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