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Friday, May 18 • 2:00pm - 3:30pm
C2b-Are Enhanced Fee Disclosure Rules Associated with Lower Fees?

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Alison Shelton - In 2012, new federal regulations increased transparency in fees disclosed to retirement savings plans sponsors, and by plan sponsors to retirement plan participants. Using a database of 26,000 company retirement plans, this paper examines the relationship between increased fee transparency in 2012 and the change in fees at the levels of employer/plan sponsors and individual plan funds over the period from 2009 through 2014. The analysis also uses a number of controls including type of retirement plan, the number of plan participants, the number of investment options, use of index funds or target date funds, assets allocated to investment options, and employer characteristics.

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Alison Shelton

Senior Research Officer, The Pew Charitable Trusts

Friday May 18, 2018 2:00pm - 3:30pm

Attendees (1)