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$140 Million Settlement: What It Means to Your Retirement Plan Practice
The Lowenbaum Partnership and FRA PlanToolsLink to more items from this source
Jan. 13, 2015
"Present all products offered by a single-covered service provider (CSP) that your prospect or client qualifies to purchase.... If the CSP offers the same investment option in multiple share classes, present your recommended menu with each share class, ... Identify which investment options are proprietary, non-proprietary, and sub-advised, and identify the cost impact ... Disclose the gross and net operating expense ratio, the 12b-1, and any other indirect fee by fund.... Provide the [retirement plan fiduciary] with an estimate of the revenue sharing expected for each fund at the beginning of the plan year and a final tally of the revenue sharing paid for each fund at the end of the year."

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