Defined Contribution

Can a popular tactic for hiding fees survive in the era of fee disclosure?

Don't get caught serving two masters. Dr. Ron Rhoades, recently named fiduciary of the year, warns against revenue sharing and 12b-1 fees.

If benchmarking and self-assessment is such a great idea, why do so few 401(k) plans do it?

What are the "bright spots," the strengths in your organization, that give you the strengths that you can use to leverage your future benefits communication and education efforts? The answer may require a little soul-searching.

We seem to place too much of a load on plan sponsors when theres a simpler and better source to help ease their burden.

In prior entries, we have discussed a variety of issues related to the fee disclosure responsibilities of broker/dealers and financial advisors. This month, well address the impact of the 408(b)(2) disclosure regulations on third party administrators.