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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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles 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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2008
Janet Aschkenasy
Who Discloses What? New regulations clarify the duties of qualified retirement plan fiduciaries and advisors. mark for My Articles similar articles
Financial Advisor
November 2012
Jerilyn Klein Bier
No More Secrets New 401(k) fee disclosure rules could generate big opportunities for advisors. mark for My Articles similar articles
CFO
September 1, 2012
Bonnie Evans
A November Surprise? New 401(k) disclosure regulations could cause a stir in November. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 2006
Melanie Waddell
Watch Those Fees! The Department of Labor gets tough on retirement plan fee disclosure. Financial advisors, take note. mark for My Articles similar articles
The Motley Fool
March 9, 2007
Mary Dalrymple
Fee, Fie, 401(k), Fum How much do you know about your 401(k) fees? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
May 1, 2011
David McCann
A Sense of Disclosure New 401(k) rules pose a challenge for small and midsize companies. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
May 1, 2004
Roy Harris
Raiding the Returns Hidden costs and high fees eat into 401(k) plan benefits. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 2005
Melanie Waddell
Take Your Pick Retirement plan providers are tempting advisors with numerous products and services. mark for My Articles similar articles
Financial Advisor
November 2011
Jerilyn Klein Bier
Best-Laid Plans Advisors who've built substantial 401(k) practices share their strategies. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
December 2007
News & Products, December 2007 There's an excellent chance that the Department of Labor will finalize its three initiatives dealing with 401(k) fee disclosures... The IRS has extended the deadline for compliance with Section 409A of the tax code... etc. mark for My Articles similar articles
Registered Rep.
November 21, 2010
Michael Stillman
Bundled 401(k)s May Be Ripping Off Your Clients You can help your plan sponsors -- and potentially their plan participants -- by guiding them through the pros and cons of bundled vs. unbundled services. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
CFO
April 1, 2009
Lynn Brenner
401(k)risis The stock-market meltdown has dealt a crushing blow to retirement plans. Brace for repercussions. mark for My Articles similar articles
Financial Planning
September 1, 2013
Ilana Polyak
For Advisors, a Big 401(k) Opportunity As regulatory scrutiny of plans increases, advisors are in the sweet spot to capture new business. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 26, 2008
Buz Livingston
Should You Sue Your Employer? Excessive 401(k) fees have put several company in hot water. mark for My Articles similar articles
Investment Advisor
September 2007
News & Products Participants who consistently held accounts in 401(k) plans from 1999 through 2006 increased their account balance at an annual rate of 8.7%... Rep. George Miller, chairman of the House Education and Labor Committee, introduced the "401(k) Fair Disclosure for Retirement Security Act of 2007"... etc. mark for My Articles similar articles
The Motley Fool
June 29, 2007
Amanda B. Kish
401(k) Plans Clear the Fog What increased retirement fund transparency means for investors. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Kristen French
Trolling for 401(k) Treasure Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
December 2003
Jeff Schlegel
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles