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Investment Advisor March 2007 Ken Weber |
401(k) Plans' Dirty Little Secret Without fair, vigorous competition among 401(k) plan providers, millions of plan participants will be saddled with burdensome costs. And without disclosure, employees cannot pressure employers to seek more cost-effective plans. |
The Motley Fool March 9, 2007 Mary Dalrymple |
Fee, Fie, 401(k), Fum How much do you know about your 401(k) fees? |
BusinessWeek June 7, 2004 Anne Tergesen |
Does Your 401(k) Cost Too Much? Fees for your 401(k) retirement plan can take as much as 3% of the account balance each year. Watch out for conflicts of interest. |
Financial Planning May 1, 2007 Weller & enkins |
The 401(k) Fee Effect The costs of 401(k) accounts are eating into Americans' retirement returns. What should be done? |
The Motley Fool December 1, 2006 Mary Dalrymple |
Frightening Fine Print Have you checked your 401(k) fees? What looks like a small difference could have big consequences. |
Investment Advisor December 2007 Elizabeth D. Festa |
Fighting the Good Fight on 401(k)s In his new book, Stop the 401(k) Rip Off, David Loeper rails against the hidden fees in 401(k) plans and attempts to arm participants with the ability to uncover the fees and approach their employer about offering less expensive funds in their plans. |
CFO December 1, 2011 Russ Banham |
Lifting the Lid on 401(k) Fees The coming mandatory disclosure of plan fees could give participants a nasty shock. |
Financial Advisor November 2012 Jerilyn Klein Bier |
No More Secrets New 401(k) fee disclosure rules could generate big opportunities for advisors. |
The Motley Fool January 28, 2009 Dayana Yochim |
Stop Paying a Toll to Invest in Your 401(k) The fine-print fees are stealing from your retirement. |
CFO December 1, 2009 Randy Myers |
A Question of Balance The much-maligned 401(k) plan is being beefed up. So are the penalties for failing to manage it well. |
The Motley Fool March 11, 2004 |
401(k) Administration Pain The greatest enemies to your long-term savings through a 401(k) plan are excessive fees. Right now, they're circling your retirement funds, nibbling away at your savings |
The Motley Fool August 2, 2005 |
401(k) Administration Pain Less can be more when it comes to 401(k) plan options. If you have the opportunity to help your office select a plan provider, it is well worth keeping in mind that having too many mutual fund choices is a cost, not a benefit. |
CFO May 1, 2008 Russ Banham |
Courting Disaster Confusion over 401(k) plan fees is triggering lawsuits and congressional inquiries. What can plan sponsors do to head off trouble? |
Registered Rep. June 3, 2010 Kristen French |
For Fiduciaries, Fee Monitoring Gets More Scrutiny Advisors who act as fiduciaries have to keep a closer watch over fees and expenses than ever before. |
Registered Rep. July 24, 2012 Jerry Gleeson |
Fee Disclosure - Can You Handle the Truth? New federal rules are forcing advisors to spell out what they're charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations. |
Financial Planning December 1, 2010 Trone & Harvey |
Get Smart When the U.S. Department of Labor speaks, we should listen, whether we work with qualified retirement plans or not. The DOL made several announcements in October that are going to be significant game changers for the financial services industry. |
The Motley Fool December 17, 2008 Dayana Yochim |
Dear Boss: Fix Our 401(k) How to write a letter that will agitate your employer to improve a lousy retirement plan. |
Investment Advisor April 2007 James J. Green |
Retirement Planning Balancing Act Being a financial advisor who focuses on selling and servicing corporate 401(k) plans is a matter of balance. |
CFO May 8, 2006 Randy Myers |
Drawing a Bead on Cost A clearer picture of 401(k) plan fees is helping more plan providers drive down costs. |
Financial Planning November 1, 2011 Donna Mitchell |
The 411 on 401(k)s Retirement planning is no simple task - but it just got a little easier. A growing number of specialized firms have started digging deep into retirement plan documents to unearth competitive details about how the plans work. |
The Motley Fool June 29, 2007 Amanda B. Kish |
401(k) Plans Clear the Fog What increased retirement fund transparency means for investors. |
Inc. April 2008 |
Figuring Out the Fees Don't believe it if an adviser says his services cost nothing - you're paying for it, one way or another. Here's a breakdown of the fees to watch for. |
Registered Rep. February 10, 2012 Mark Miller |
New Focus on Small Workplace Retirement Plans Means Lower Fees, Opportunity for RIAs The spoils of the 401(k) market have always gone to the large players -- big retirement plan providers providing the best, most efficient plans to big plan sponsors. But small is starting to look beautiful. |
CFO May 1, 2004 Roy Harris |
Raiding the Returns Hidden costs and high fees eat into 401(k) plan benefits. |
CFO May 1, 2010 Alix Stuart |
Cracking Down on Fees As legislation looms, companies can take steps now to help employees build bigger nest eggs. |
Investment Advisor July 1, 2011 Tom Lydon |
ETFs At Last: The Future of 401(k)s Exchange-traded funds are beginning to attract greater attention for participant-directed individual account plans. |
Financial Advisor December 2008 Janet Aschkenasy |
Who Discloses What? New regulations clarify the duties of qualified retirement plan fiduciaries and advisors. |
Investment Advisor January 2007 Ken Ziesenheim |
The Other Fiduciary Issue Many members of company retirement plan investment committees are not fully aware of the nature of their fiduciary responsibilities. |
The Motley Fool November 15, 2010 Dan Caplinger |
Stop This Dumb Fee Once and for All 12b-1 fees are a relic of a dying breed of mutual funds. |
Investment Advisor February 2007 Melanie Waddell |
Clear Road Ahead Commonwealth's retirement platform, Preferred Portfolio Services Retirement Solutions, keeps financial advisors compliant with ERISA and PPA. |
Financial Advisor May 2007 Ken Ziesenheim |
Diamonds In The Rough The new Pension Protection Act offers opportunities for financial advisors, if you know where to dig. |
The Motley Fool January 25, 2010 Selena Maranjian |
How Washington Might Change Your 401(k) These financial reforms could affect your future retirement. |
The Motley Fool October 26, 2011 Dan Caplinger |
How Fighting Back Will Make You Richer Because some workers have been willing to take a shot and fight their employers over problems with their 401(k) retirement plans, millions of workers around the country may see the impact |
The Motley Fool December 22, 2006 Dan Caplinger |
Do Pensions Beat 401(k)s? A recent study shows that investors aren't doing as well on their own and underscores the need for employees to understand and take full advantage of their retirement plan options. |
Financial Advisor June 2011 Jerilyn Klein Bier |
Tapping 401(k) Opportunities Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape. |
Entrepreneur May 2007 Jennifer Pellet |
401(k) Reform Keeping your company's 401(k) program transparent. |
CFO May 1, 2011 David McCann |
A Sense of Disclosure New 401(k) rules pose a challenge for small and midsize companies. |
On Wall Street April 1, 2010 Trone & Harvey |
Are The Retirement Waters Now Murkier? A 40-page document of new regulations from the Department of Labor sets out to ease the challenges of offering investment advice to retirement plan participants and to lessen any conflicts of interest. |
Investment Advisor November 2006 Melanie Waddell |
Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note. |
The Motley Fool December 17, 2008 John Rosevear |
The Secret Downside of Your 401(k) Workplace savings plans can be expensive, and these hidden fees could be killing your performance. |
Financial Advisor November 2010 Marshall J. Cobb |
Lifting The Revenue-Sharing Fog Regulatory and legislative actions currently being pondered will dramatically alter revenue-sharing practices in 401(k) plans. |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees Here are tips on how to avoid unnecessary mutual fund fees and keep the money for yourself. |
Financial Advisor November 2011 Jerilyn Klein Bier |
Best-Laid Plans Advisors who've built substantial 401(k) practices share their strategies. |
The Motley Fool February 26, 2008 Buz Livingston |
Should You Sue Your Employer? Excessive 401(k) fees have put several company in hot water. |
The Motley Fool December 14, 2010 Dan Caplinger |
You Must Save Your Retirement From This Threat The Labor Department has seen a sharp uptick in the number of fraud and theft cases involving 401(k) plans. |
Investment Advisor October 2008 |
News & Products, October 2008 Health insurance coverage continues to decline... Fees have become the No. 1 reason retirement plan sponsors switch providers... Spectrem report finds that only 38% of workers contribute 6% or more of their salaries to their 403(b) retirement plan... |
The Motley Fool January 13, 2004 Dayana Yochim |
Trillion-Dollar Treasure Trove You can ignore a lot of little money tasks and suffer few consequences. But letting your money wallow in a former employer's retirement plan is really wasting opportunity. If you have money sitting in a former employer's account, now's the perfect time to take it back. |
The Motley Fool October 29, 2009 Dan Caplinger |
This Common Move Will Get You Nowhere Don't give up on your retirement. 46% of all those who left their jobs chose to cash out their 401(k) plan balances, take the money, and run. |
The Motley Fool April 19, 2004 Selena Maranjian |
Mutual Fund Fees Explained Ignore a fund's fees and your net worth may suffer. |
CFO May 15, 2012 David McCann |
Will These Investments Catch On? Why the government's proposals for encouraging "longevity annuities" may not impress many 401(k) plan sponsors. |