Sentences with phrase «excessive percentage of assets»
The custom target - date funds allocated «a wildly excessive percentage of assets to speculative asset classes such as natural resources, emerging market stocks, emerging market bonds, and real estate limited partnerships,» the complaint against Fujitsu stated.
https://www.thinkadvisor.com/ Not exact matches
According to the complaint, TIAA has been able to extract «grossly excessive fees» because its fees are tethered not to any actual services it provides to the plan, but rather, to a percentage of assets in the plan.