Welcome to FiduciaryNews.com Trending Topics. Each Monday, we’ll give you a quick synopsis of the major news events and trends impacting ERISA plan sponsors, 401k fiduciaries and those in the
California’s lesson, 401k fee backlash and more silly academic suggestions.
Will retirees pay for Washington’s fiscal mismanagement? Has pinning the fiduciary onus on plan sponsors been the wrong approach all along? And more…
Any talk of mutual fund expense ratios only diverts attention away from the true issue at hand – what are the true costs of those non-mutual fund products that make up nearly half of all 401k investments?
Worse, “all-in” might not be all it’s meant to be, possibly invalidating other results from the same survey. Here’s why.
The ICI comes out with a study that makes it look easy, but what’s the catch?
Fee disclosures will become the trending topic among 401k plan sponsors and fiduciaries. It will be tempting to overweight this parameter. But if your plan has an index fund or you’ve ever contemplated using index funds, this book contains one piece of data you absolutely must have.
Was a major financial professional organization covering up some important data in their comment letter to the SEC? Or is the industry’s 401k defense of 12b-1 fees much ado about nothing?
Why wait until now to bring up the three-month old blog? The bigger question, however, remains, “How should a 401k fiduciary analyze mutual fund fees?”
The SEC does the right thing, and some 401k fiduciaries may find they’ve been doing the wrong thing.