Showing our 403(b) Insights article library.
Showing entries with the topic “Fees”.
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Jul 2019Fiduciary Breach Lawsuit Issues Explored - Topic #2: Asset-Based vs. Per-Participant Fees
In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims. This month, we explore the issue of asset-based versus per-participant fees.
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Jun 2019Fiduciary Breach Lawsuit Issues Explored Topic #1: Active Versus Passive Investments
With more than 100 lawsuits filed against fiduciaries of defined contribution retirement plans, litigation has plagued the retirement plan industry over the past decade. In our Fiduciary Breach Lawsuit Series, we provide an in-depth exploration of each of the claims.
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May 2019Case Study: A University’s Holistic Approach to Maximizing Retirement Plan Benefits
Learn how the University of Pittsburgh created a best-in-class retirement plan program as part of a large-scale focus to provide better services, communications, and outcomes to nearly-25,000 retirement plan participants.
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Feb 2019Permissible Plan Expenses: What Can Plan Sponsors Pay from Retirement Plan Assets?
With the increased focus and litigation surrounding retirement plan fees, plan sponsors need to pay keen attention to any expenses paid from their retirement plan's assets to ensure they are permissible.
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Dec 2018Delivering Retirement Benefits to Healthcare and Higher Education Employees
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.
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Aug 2018Case Study: College Streamlines and Simplifies Retirement Plan Offering
With a finger on the pulse of their retirement plan participants, Saint Anselm College in Manchester, New Hampshire, realized the need to streamline their $80.5M* retirement plan to help participants focus on the important aspects of retirement readiness.
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May 2018Multiple Employer Plans (MEPs): Important Considerations
MEPs have been in the news lately, particularly as plan sponsors seek to protect themselves from litigation related to fees and fund offerings by joining forces with other employers to achieve economies of scale. What must employers consider before joining an MEP?
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Apr 2018Dissecting Retirement Plan Lawsuit Issues
The steady stream of retirement plan lawsuits filed over the past decade have plan sponsors of all sizes and organization types on edge.
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Mar 2018Understanding and Evaluating Retirement Plan Fees
Retirement plan fees have served as the centerpiece of the ERISA fiduciary breach lawsuits. Therefore, understanding the dynamics of retirement plan fees is critical for plan sponsors and fiduciaries.
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