Fees and Expenses Content

Opinion - Channel Anger at Wall St. Pay, Not Fund Fees By Paul Schott Stevens (as published in Investor's Business Daily on October 28, 2009) Americans are outraged over bloated executive pay — and rightly so. When a Richard Fuld (Lehman Bros.), Stanley O'Neal (Merrill Lynch) or Chuck...

IDC Files Supreme Court Brief Detailing Unique Role of Independent Directors in Fee Determinations Washington, DC, September 3, 2009 - Today, the Independent Directors Council (IDC) filed a friend-of-the-court brief with the U.S. Supreme Court discussing the important role and...

ICI Files U.S. Supreme Court Brief in Jones v. Harris Urges Court to Endorse Well-Tested Legal Framework for Assessing Excessive Fee Claims Washington, DC, September 3, 2009 - Today, the Investment Company Institute filed a friend-of-the-court brief urging the U.S. Supreme Court to...

IDC Files Supreme Court Brief Detailing Unique Role of Independent Directors in Fee Determinations Washington, DC, September 3, 2009 - Today, the Independent Directors Council (IDC) filed a friend-of-the-court brief with the U.S. Supreme Court discussing the important role and...

fm-v18n6.pdf

rpt_09_dc_401k_fee_study.pdf

fm-v18n3.pdf

fm-v17n5.pdf

fm-v17n4.pdf

Appendix Assessing the Department of Labor’s Assumption that 401(k) Plan Participants Pay Fees that are Higher than Necessary The cost/benefit analysis in the Department of Labor’s rule proposal assumes that 401(k) plan participants “on average pay fees that are higher than necessary...