Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Loan & Distribution Specialist AimPoint Pension
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Revenue Sharing Is on the Decline in 401(k) Plans
Employee Fiduciary July 16, 2014 "Reports indicate revenue sharing has been declining over the last few years -- both in terms of the percentage of plans including it and as a portion of the expense ratio. Fee disclosure requirements have likely played at least some small part in this trend.... [M]arket forces have been more influential in reducing the incidence of revenue sharing.... Here are the market forces driving plans away from revenue sharing: Revenue sharing is no longer 'invisible.' ... Revenue sharing is not equitable.... Revenue sharing is not efficient." |
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