Don't Miss
Allianz Ad

Benchmarking & Fees (ERISA, retirement plan)

Groom Law: Breaking Down Eligible Plan Expenses

  Groom Law: Breaking Down Eligible Plan Expenses. Do you know which expenses are eligible to be paid from the assets of your retirement plan under the Employee Retirement Income ...

Read More »

401k Record Keeper and Advisor – What’s Their Role?

401k Record Keeper Advisor

What’s the Role of a 401k Recordkeeper and Advisor? The roles and responsibilities of the various service providers are confusing to 401k and 403b plan sponsors. Those relationships are even ...

Read More »

Fees: 401(k) Services Market Heating Up

Fees-401(k) Services

Fees: 401(k) Services Market Heating Up. Yesterday, we wrote that the least expensive retirement plan fund option isn’t always the best. That goes for plan service providers, too. Fees are ...

Read More »

Plan Investment Fees: Cheap Isn’t Always Best

Plan Investment Fees

Plan Investment Fees: Cheap Isn’t Always Best. “Price is what you pay, value is what you get.” Investing guru Warren Buffett coined this famous phrase, and it applies to a ...

Read More »

NEPC: Plan Fees Flat, But Buyer Beware. 

NEPC: Plan Fees

NEPC: Plan Fees Flat, But Buyer Beware. For the past seven years, defined contribution (DC) plan recordkeeping, trust and custody fees have been declining steadily year over year. That is, ...

Read More »

Revenue Sharing: 401(k) Plan Sponsors Still Struggling

Revenue Sharing 401(k) Plan

401(k) Plan Sponsors Still Struggling with Revenue Sharing. Lockton, a national retirement plan consulting firm, outlines the revenue sharing arrangements common in most 401k and 403b plans yet not known ...

Read More »