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Tag Archives: Record Keeper

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, ...

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Re-Enrollment: Know The Risks

re-enrollment

Re-Enrollment: Know The Risks. Retirement plan sponsors are embracing re-enrollment as a way to help ensure participants have sufficient asset allocations and deferral rates. More than 22% of plan ...

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Who’s Responsible for Keeping Retirement Plan Records?

Who’s ultimately responsible for retention of retirement plan records: the sponsor, or the participant? It’s an interesting conundrum. In a recent case, the 9th U.S. Circuit Court of Appeals ...

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401k Plans Focus on Fees Losing Sight of Value

At a TPSU program held at LaSalle University, Adjunct Lecturer Tim Dougherty describes the increased focus by 401k plan sponsors on fees and how he tries to keep the ...

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Are 401k Service Providers Double Dipping?

Are 401k Service Providers Double Dipping

A Minnesota financial advisor blogs about potential double dipping by 401k record keepers and advisors. With the new DOL conflict of interest rules, providers will be under greater scrutiny. ...

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The Fundamentals of 401(k) Cashout Leakage

The Fundamentals of 401(k) Cashout Leakage By Tom Hawkins This video presentation provides viewers with the latest data characterizing the problem of 401(k) cashout leakage, a major challenge that faces ...

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