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Fees

401k Fees That Shouldn’t Matter

Should indirect fees matter? Academics may argue, but regulators will have the final say. Unfortunately, different definitions of fees only confound the ERISA fiduciary.

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401k Fees That Matter

Too many accept the definition of “fees” without deliberation. Yet, even by looking solely at the fees associated with investment choice, the fiduciary can land in a state of confusion. This only increases liability. How can we fix this?

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Supreme Court Plays Solomon with 401k Fiduciaries on Mutual Fund Fees

Most interesting, though, may loom the warning of Justice Alito: When is comes to fiduciary duty, disclosure isn’t enough. One wonders if the DOL is listening.

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Readers Select Top Fiduciary Stories of 2009: #4 Caterpillar Settlement

$16.5 million is a large price to pay for disclosure and due diligence a plan fiduciary can simply and consistently address. This may be the easiest action a 401k plan fiduciary to take to prevent the camel from sticking his nose under the tent.

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Is There a 401k Fee War Brewing?

Why wait until now to bring up the three-month old blog? The bigger question, however, remains, “How should a 401k fiduciary analyze mutual fund fees?”

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BrightScope Talks About Its New 401k Fee Product.

A typical 401k plan fiduciary has no doubt read about this new product. Fiduciary News goes deeper to reveal answers to some of the more critical questions the astute fiduciary might have about BrightScope’s Personal Fee Report.

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10 Questions the DOL Wants the ERISA Fiduciary to Ask About 401k Fees

The DOL admits, due to the number of variables involved, there’s no easy way to calculate the fees and expenses paid by your 401(k) plan. You might be surprised who the DOL suggests trying to find the answers to the following ten questions from.

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New Study Refutes 4 Mutual Fund Fee Myths

Mutual fund shareholders can’t have their cake and eat it, too. Indeed, a myth busting professor bluntly states “mandatory fee reductions are likely to injure fund shareholders.”

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Is Supreme Court About to Mislead 401k Investors & Fiduciaries?

The Supreme Court will raise the visibility of the fee structure within the investments of nearly half of all 401k plan assets. Just because the powers that be say it’s so, doesn’t necessary mean your average fiduciary can rely on the decree. Indeed, the Supreme Court of the United States appears poised rule in favor of mutual fund shareholders, yet, at the same time, mislead both 401k investors and fiduciaries.

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Do Mutual Fund Fees Really Matter to 401k Investors and Fiduciaries?

A mutual fund’s expense ratio represents only one factor in analyzing the appropriateness of a mutual fund as an investment. Other factors may in fact be more important (including, among other things, portfolio manager tenure, number of holdings, total net assets, investment objective and consistency of returns).

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