Benchmarking & Monitoring Fees & Partners

What ERISA Fiduciaries Should Know About Fees

Erisa fiduciaries

  At a TPSU (The Plan Sponsor University) program held at the Universities at Shady Grove in Maryland, Adjunct Lecturer Joe DeNoyior from the Washington Financial Group provides a ...

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Simply Asking Can Help DC Plans Reduce Expenses

Reduce Expenses

In a case of “if you don’t ask, you don’t get” some defined contribution (DC) plans are missing out on lowering fees and reduce expenses by simply not asking ...

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Plan Sponsor “Does Right” for Its Employees

Paul Szymanski

  At a TPSU program held at Valparaiso University conducted by Lakeside Wealth Management Group, Do-Rite Die & Engineering, a small family owned business in Indiana took decisive action ...

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Evaluating Defined Contribution Plan Auditors

DOL

Fred’s Take: You might think that picking a CPA to audit your ERISA plan is easy and not fraught with danger. Think again. According to the DOL’s Chief Accountant, ...

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The High Cost of Free

High Cost of Free

Remember when defined contribution (DC) and 401(k) record keepers use to offer employers a free or no cost retirement plan? Though those days are mostly over with more sophisticated ...

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Who are the Most Generous DC Plan Sponsors?

Generosity

Which industries offer the most and least generous benefits focused on DC (defined contribution) plans? An industry market researcher looked at various plan designs to come up with a ...

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Callan 2016 Trends Survey – Fees, Funds and Fiduciary

What’s on the minds of larger defined contribution (DC) plan sponsors? According to a recently released Callan study conducted in late 2016 with almost 150 employers, fees, investments and ...

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401(k) Plan Expenses drop 22% in Just Four Years

Chart Down

Costs of 401(k) administration, advice and investments continue to go down as more companies offer index and target date funds according to a joint study by the Investment Company ...

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The High Cost of Free

No Free Lunch

Remember when defined contribution (DC) and 401(k) record keepers use to offer employers a free or no cost retirement plan? Those days are mostly over. With more sophisticated employers ...

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