Browsing Tag
401(k) Fees
188 posts
401(k) Plan Fees Continue to Crater
Lower investment fees overall helped reduce 401(k) fees (again) in 2016. “Our data shows 401(k) fees declined in…
March 8, 2017
Vanguard Takes the Low Road in its Latest Announcement
The low-fee fight continues. On the heels of reports that Vanguard had more global net inflows than all…
February 24, 2017
New Collective Investment Trust Offering Enters 401k Marketplace
What’s old is new. Collective investment trusts (CITs) are once again popular for their low fees and increased…
February 9, 2017
401k Fees (Slowly) Resonating With Public
Industry attention is all over 401k fees — and fiduciary — but what about the general public? Despite recent…
February 6, 2017
What 401k Advisors Get Wrong in Participant Engagement and Success
Savvy 401k advisors know the importance of talking about the three Fs: funds, fiduciary and fees. These three…
January 31, 2017
Top Issue Currently ‘Reshaping’ 401(k)s
If anyone’s surprised, they’ve been asleep for quite a while. Research and consulting bigwig Callan Associates is out with…
January 12, 2017
Leverage is the Loser in Latest Excessive Fee Suit
A Minnesota health-care system maintained two separate record-keepers, preventing it from the economies-of-scale and cheaper fees it could…
January 3, 2017
A Simple Solution to the 401k Fee Lawsuit frenzy?
Preparing for retirement is a big a business. An estimated 52 million American workers have over $4 trillion…
November 30, 2016
Is Regulation Driving Innovation in 401k Fee Models?
The fiduciary rule and accompanying low-fee fallout has 401(k) advisors, providers and investment managers thinking creatively about competitive differentiation.…
November 4, 2016
Why Strategic Beta is Right for 401(k)s (and Vice Versa)
401(k) fee pressure may cause more active managers to look to strategic beta strategies in order to keep…
October 29, 2016