Similar Articles |
|
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. |
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. |
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. |
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. |
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. |
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. |
CFO May 1, 2004 Roy Harris |
Raiding the Returns Hidden costs and high fees eat into 401(k) plan benefits. |
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. |
Financial Advisor November 2012 Jerilyn Klein Bier |
No More Secrets New 401(k) fee disclosure rules could generate big opportunities for advisors. |
CFO September 1, 2012 Bonnie Evans |
A November Surprise? New 401(k) disclosure regulations could cause a stir in November. |
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 Advisor December 2008 Janet Aschkenasy |
Who Discloses What? New regulations clarify the duties of qualified retirement plan fiduciaries and advisors. |
Financial Advisor August 2007 Ken Weber |
What You Don't Know Can Hurt You As a financial advisor, you may deal with or be asked to comment upon retirement plans for your clients. Increasingly, it is becoming clear that you have a fiduciary duty -- in spirit, if not in fact -- to assist your clients in uncovering all the fees involved with their plan. |
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. |
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. |
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. |
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. |
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. |
Investment Advisor November 2006 Melanie Waddell |
Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note. |
CFO May 1, 2011 David McCann |
A Sense of Disclosure New 401(k) rules pose a challenge for small and midsize companies. |
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. |
Registered Rep. August 28, 2015 Mark Miller |
Managed Accounts in The Workplace Retirement savers who get professional help with their 401(k) portfolios stand a good chance of seeing better outcomes than those who don't. |
Financial Advisor November 2011 Jerilyn Klein Bier |
Best-Laid Plans Advisors who've built substantial 401(k) practices share their strategies. |
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 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. |
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. |
CFO April 1, 2009 Lynn Brenner |
401(k)risis The stock-market meltdown has dealt a crushing blow to retirement plans. Brace for repercussions. |
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. |
CFO December 1, 2007 Kate O'Sullivan |
The New Mix With so much riding on 401(k)s, more and more companies are reconsidering their plan offerings. |
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 September 2008 Melanie Waddell |
Disclosure Time The timeline of the Department of Labor's proposed rule on 401(k) plan fee disclosure seems too aggressive. |
CFO July 15, 2008 Russ Banham |
Serving Employees, at a Price When employees are automatically enrolled in 401(k) plans the company tab can soar. |
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 |
Financial Advisor December 2003 Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
Investment Advisor November 2005 Melanie Waddell |
Take Your Pick Retirement plan providers are tempting advisors with numerous products and services. |
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. |
Financial Advisor May 2012 Michael J. Mcdermott |
Day Of Reckoning Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans. |
Financial Advisor December 2005 Raymond Fazzi |
Into The Black Hole Of 401(k) Consulting Advisors find that the need on the part of both sponsors and participants for professional and unbiased advice regarding 401(k) asset allocation and management is great. |
CFO December 1, 2003 Linda Corman |
Subject to Failure Recent scandals in the mutual-fund industry leave employers questioning the security of their plans. |
Investment Advisor March 2010 Vaughan Scully |
The Battle for 401(k) Accounts ETFs have only established a small beachhead so far in the 401(k) arena. That may not change any time soon. |
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 Planning September 1, 2008 Blaine Aikin |
New Disclosure Regimen Planners are facing considerable competition from brokers in the arena of retirement plans, and the reality that brokers typically don't work as fiduciaries is a thorn in planners' sides. |
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. |
Registered Rep. October 1, 2006 John Churchill |
Deciphering the Rules of Retirement Advice Title VI of the the Pension Protection Act, far from being a clear-cut signal for reps to dive into the retirement advice business, does, however, open the door wider to advice giving. |
Financial Advisor November 2010 Alan Lavine |
New Opportunities With 401(k)s Participants are making asset allocation mistakes, even though most plans offer a good selection of investment options. |
BusinessWeek March 31, 2011 Collins & Ody |
Big Banks Go After 401(k) Trillions On the prowl to replace lost income, banks are seeking a bigger slice of the growing $2.9 trillion 401(k) pie. |
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. |
Financial Advisor May 2008 Marla Brill |
Under Pressure Financial advisors who provide services to businesses with 401(k) plans governed by the Employee Retirement Income Security Act have a new reason to review fiduciary practices and double-check professional liability insurance. |
Registered Rep. July 8, 2010 Michael Stillman |
For 401k Advisors, Comp Models Must Change In the short-term, financial advisors will need to adjust their 401(k) fee arrangements. For the long-term, registered reps may find it necessary to work with -- or become -- registered investment advisors. |