|
|
 |
|
Viewing report
|
|
|
|
Evolving Trends in DC Investments, Fee Transparency and Fiduciary Services
Retirement Research Inc, May 2011
Evolving Trends in DC Investments, Fee Transparency and Fiduciary Services
DC Investments. Explores variations in models around investment selection & monitoring; managed lists including large or broad alliance listings, and open architecture. Discusses changes in investment platforms –Collective Trusts, Group Annuity, Funding Agreement and Mutual Fund and differences and competitive strengths and constraints of each as well as pricing flexibility options available and anticipated changes in 12b-1 fees, changes in investments being offered; trends and new competitors.
Also details participant level support for investments –target date funds, managed accounts, custom asset allocation models, etc. Fiduciary Services. Includes co-fiduciary features, fiduciary warranties and SEC guidelines on fiduciary status and DOL and IRS requirements for Plan level benchmarking.
Discusses trends in plan level support as well as initiatives in participant preparedness.
Fee Transparency.
Discusses trends in use of reimbursement accounts and fee disclosure and reporting including Schedule C reporting issues.
Changes in revenue sharing strategies in light of fuller fee disclosure are also explored.
Product samples
A sample for this product is available. Please Login/Register to download this sample.
|
|
|
|
