Fee policy statements are in the early stages, but they can help plan sponsors manage fees and help an adviser show he’s ahead of the curve. “We include a fee policy statement with all the plans we ...
How Your 401(k) Fee Disclosure Statement Can Save You Money 32,789 people played the daily Crossword recently. Can you solve it faster than others?32,789 people played the daily Crossword recently.
The firm’s fee-policy statement covers several aspects of fee structures including fiduciary duties relating to the plan’s payment of fees. Principal Financial Group has released a sample fee policy ...
TD Bank's redesigned checking lineup is widely varied but has a common thread — for five of its six new accounts, paper statements can cost a dollar a month. In attaching part of its monthly fee to ...
The next level of retirement plan service and risk management is here: establishing fee policy statements for 401(k) plans. Financial advisers who specialize in retirement plans are finding new ways ...
The Australian Securities and Investments Commission (ASIC) recently released Regulatory Guide, Fee Disclosure Statements (RG245) provides guidance on the whos, whens, whats and hows of giving an FDS.
PITTSBURGH — If you like to get a paper statement for your credit cards, be sure to read the fine print. Some companies are now charging you a fee to get that statement in the mail. It’s a push to get ...