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Did Fee Disclosure Cause Fund Shifts?

More plan sponsors than ever are looking to change their DC investment lineup, according to a recent Cogent survey of 600 plan sponsors. While many experts believe that last year’s fee disclosure regs had little effect on plan sponsors and even less on participants, Cogent speculated that the regs may have caused an increase in plans looking to modify their investment lineup, with more plans citing it as a top priority.

Which DCIOs enjoy the best reputation with plan sponsors? The top three are also the leaders in TDFs:
• Fidelity
• Vanguard
• T Rowe Price

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