revenue sharing
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 5/4/12
The DOL plans to turn up the heat, states look for alternatives to pensions, politicians spout lobbyist talking points, and is the end near for revenue sharing?
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.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/24/12
The Fiduciary Battle reignites while the Fee Wars heat up, investors search for fixed income and states look to dump pensions and go the 401k route.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/10/12
Mixed reviews on dual IRS/DOL announcement; Surveys indicate 401k plan sponsors might be in for an awful surprise; and, is the Annuity the financial industry equivalent of the Chevy Volt?
Due Diligence has New Vanguard “Low-Cost” Product Opening to Mixed Reviews
Lesson: Always read the fine print. If it’s too good to be true, it usually is.
FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/3/12
This was the week we were all waiting for from the DOL. What we didn’t expect was the surprise from the IRS and the bipartisan agreement from two former SEC chairmen.
Exclusive Interview with Ron Rhoades: Revenue Sharing – Two Hats are Worse than One
The adage you can’t serve two masters is as old as the Bible. So why are 401k plan sponsors making this mistake and why is the DOL allowing them to do so?
Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 10/28/11
Even as the noose tightens on 401k fees, the DOL increases fiduciary liability with its new Investment Advice Rule. And, just what is going on at Ameriprise?
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