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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.   |
The Motley Fool
March 9, 2007
Mary Dalrymple |
Fee, Fie, 401(k), Fum How much do you know about your 401(k) fees? |
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. |
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
June 29, 2007
Amanda B. Kish |
401(k) Plans Clear the Fog What increased retirement fund transparency means for investors. |
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. |
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
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
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 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
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
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. |
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. |
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. |
Entrepreneur
May 2007
Jennifer Pellet |
401(k) Reform Keeping your company's 401(k) program transparent. |
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. |
CFO
May 1, 2004
Roy Harris |
Raiding the Returns Hidden costs and high fees eat into 401(k) plan benefits. |
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? |
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. |
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, 2011
David McCann |
A Sense of Disclosure New 401(k) rules pose a challenge for small and midsize companies. |
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. |
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. |
Financial Advisor
December 2008
Janet Aschkenasy |
Who Discloses What? New regulations clarify the duties of qualified retirement plan fiduciaries and advisors. |
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. |
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. |
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. |
Financial Planning
October 2, 2007
Jeff Auld |
Save 12b-1 Fees Independent reps and smaller clients will suffer if the SEC decides to cut this form of compensation. |
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. |
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. |
BusinessWeek
December 22, 2003
Amy Borrus |
Funds: Leaving Little Guys Out In The Cold The SEC's cleanup of mutual funds could shortchange small investors. |
The Motley Fool
November 9, 2007
Selena Maranjian |
Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders. |
BusinessWeek
August 16, 2004
Anne Tergesen |
The 529 Ate My Tax Break The high fees that some 529 college savings plans charge can substantially erode, or even erase, their tax advantages. |
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. |
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. |
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
September 1, 2012
Bonnie Evans |
A November Surprise? New 401(k) disclosure regulations could cause a stir in November. |
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. |
The Motley Fool
August 24, 2007
Amanda B. Kish |
Fund Fees Under the Magnifying Glass Make sure you know how much you're paying for your fund. |
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... |
Registered Rep.
April 1, 2006
Kristen French |
Your Fees Under the Regulator Microscope Financial advisors had better be able to justify their fees, because regulators have been busy examining fees charged to retail clients. |
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. |
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. |
Investment Advisor
January 2008
Melanie Waddell |
DOL Issues Fee Disclosure Regs The Department of Labor introduced its proposed rules on enhancing the disclosures regarding fees that fiduciaries of employee benefits plans receive. |
Financial Advisor
October 2007 |
Letters to the Editor A Great Start... Tell The Whole Story... etc. |
The Motley Fool
February 26, 2008
Buz Livingston |
Should You Sue Your Employer? Excessive 401(k) fees have put several company in hot water. |
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. |
The Motley Fool
October 27, 2004 |
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. |
