FiduciaryNews

Photo by Tessa Hatlelid from FreeImagesPhoto by Jason Staten from FreeImages
Hosting an industry conference? Ask us about including it in this ticker.

Fees

If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

    If You Meet Your Objectives, Does It Make Sense To Worry About Fees?

While diligence is to be applauded, that’s not to say you can’t carry it to an extreme. If fact, some folks are so hung up on fees, they sometimes fail to see the bigger picture.

0 comment Read Full Article

When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

    When It Comes To Fees, How Does A 401k Fiduciary Measure Value?

Clearly, you wouldn’t pay more for 2 apples if you could get 3 for the same price, but would you pay more to get 2 oranges instead?

0 comment Read Full Article

Where and When Do 401k Fees Still Matter?

    Where and When Do 401k Fees Still Matter?

You can squeeze a tube of toothpaste all you want, but that doesn’t change how much toothpaste it holds. Are we experiencing the same thing with 401k fees, or are they really dropping as much as we think? And, if they are dropping, are they dropping for the right reasons?

0 comment Read Full Article

Why Are We Seeing So Little Being Written About 401k Fees Now?

    Why Are We Seeing So Little Being Written About 401k Fees Now?

Today, the understanding of conflict-of-interest fees goes well beyond plan sponsors. Individual investors also understand how they can act as a better fiduciary for their own personal investments.

0 comment Read Full Article

When Must a Fiduciary Say “No” to No-Fee Funds?

  When Must a Fiduciary Say “No” to No-Fee Funds?

Still, others remain cautious, especially given the novelty of the idea and the fact it remains untested.

0 comment Read Full Article

What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders

  What Plan Sponsors Must Do To Avoid Fiduciary Liability From These 3 Common Fee Blunders

Plan sponsors shouldn’t let these three common fee foibles expose them to unnecessary fiduciary liability.

1 comment Read Full Article

What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

  What a Fiduciary Should Know: Down and Dirty with “Clean” Shares

It will be important for 401k plan sponsors to get down and dirty when it comes to understanding the fiduciary liability implications of “clean” shares and their equivalent. Furthermore, since the most successful class action suits have involved different share classes of the same fund, you can be sure the introduction of “clean” shares will catch the eyes of your not-so-friendly neighborhood class action attorney.

1 comment Read Full Article

Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

  Exclusive Interview with David Huntley and Joseph Valletta: Plan Sponsors Need Template to Identify Fees

“Benchmarking your plan’s fees is important step to carrying out your fiduciary responsibilities.”

0 comment Read Full Article

Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

  Did DOL Fiduciary Rule FAQ Just Fire Warning Shot at Target Date Fund/Index Fund Fees?

How much effort does it really take for ongoing monitoring of an index fund or a target date fund? And does that justify the fees advisers typically charge? And is this why the DOL inserted that reference in Q5 of the Fiduciary FAQ?

2 comments Read Full Article

“Excessive” 401k Fees Often in the Eye of the Fund Holder

  “Excessive” 401k Fees Often in the Eye of the Fund Holder

Absent any objective definition of ‘excessive’ and ‘reasonable,’ does the Conflict-of-Interest Rule have any real meaning, or is it merely another potentially lucrative cash-flow stream for class action attorneys courtesy of your friendly neighborhood government regulator?

0 comment Read Full Article
1 2 3 5

FiduciaryNews.com is sponsored by…

Order Your From Cradle to Retirement book today!

Vote in our Poll

Disclaimer

The materials at this web site are maintained for the sole purpose of providing general information about fiduciary law, tax accounting and investments and do not under any circumstances constitute legal, accounting or investment advice. You should not act or refrain from acting based on these materials without first obtaining the advice of an appropriate professional. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.