Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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Nothing in Life Is Free: Considerations for ERISA Expense Accounts
Haynes and Boone, LLP June 10, 2021 "Many 401(k) plans contain spending accounts funded by revenue-sharing generated by a plan's mutual fund holdings.... [B]efore utilizing these funds, plan sponsors should ... consider the following questions: [1] Are the funds being held in the trust? ... [2] How are the funds generated? ... [3] How are the funds in the ERISA expense account being used? ... [4] What about disclosure?" |
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