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Tag "revenue sharing"

FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 3/7/14

IRA Rollover Worries, 401k fee misfire and ODing on indexing.

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/13/13

401k tops pension alternatives, watering down “fiduciary” and Fee Disclosure Rule Misdirect?

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Exclusive Interview with Phyllis C. Borzi: Why Plan Sponsors Shouldn’t Treat Their 401k Plans Like Cheap T-Shirts

Borzi: “…the average person would prefer to work with people who are legally required to provide unbiased investment advice and put the client’s interests first.”

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 7/12/13

Senate aims to hurt retirement investors, dumbing fiduciary down and why annuities are bad.

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Finance Pros Sound Off on E*Trade Ad Controversy

A talking baby is cute, but is this a case of the pot calling the kettle black?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 11/2/12

A new 401k revolution? Fiduciary auditions at the SEC? Asset allocation a dinosaur?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 8/3/12

Government drives backwards, the ironic ineffectiveness of disclosure, the surprising problem with revenue sharing and why you shouldn’t trust anyone under 30 (when it comes to investing).

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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?

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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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