Fees, Funds and Fiduciaries – Cheaper is Not Always Better

The scrutiny of fees within retirement plans has reached a fever pitch and shows no signs of abating. The endless stream of lawsuits accusing plan fiduciaries and service providers of charging excessive fees, of all types, has fostered a heighted sense of anxiety amongst plan sponsors and advisors. Understanding plan expenses in relation to services … Continue reading Fees, Funds and Fiduciaries – Cheaper is Not Always Better

Why Advisors are Taking a New Look at Collective Investment Trusts

Advisors, Investments, Collective Investment Trusts,

As many institutional investment advisors know, Collective Investment Trusts have been in existence since the 1970s. Yet today’s collective funds are becoming increasingly popular as plan sponsors and institutional investment advisors seek more efficient ways to provide plan participants with high quality/low cost investment options. What Has Changed There are two reasons for collective funds … Continue reading Why Advisors are Taking a New Look at Collective Investment Trusts