News & Analysis as of

Employee Benefits › Defined Contribution Plans › Mutual Funds

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

401(k) Mutual Fund Fees Hit Historic Lows—Again

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Investment Company Institute (ICI) just confirmed what many of us have seen on the ground: 401(k) mutual fund fees keep dropping, and that’s great news for plan participants....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

SBDA account balances are up

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

With the market up, it makes sense that self-directed brokerage accounts in defined contribution plans would be up too....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

DOL to allow private equity investments in DC Plans

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The Department of Labor (DOL) released some new guidance that might facilitate the inclusion of private equity (PE) exposure in participant-directed defined contribution (DC) plans ERISA. The guidance contemplates the...more

Groom Law Group, Chartered

Fidelity Wins Dismissal from ERISA Claims Based on “Infrastructure” Fees

Groom Law Group, Chartered on

Several highly publicized lawsuits were brought against the Fidelity organization in 2019 in connection with Fidelity’s receipt of “infrastructure fees” from mutual fund families and other investment providers made available...more

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