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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Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Understanding and Evaluating Retirement Plan Fees
CAPTRUST June 17, 2021 "[S]everal options ... exist for plan sponsors considering how service provider expenses are to be paid by participants.... [1] A built-in method where provider costs are covered through revenue sharing; [2] An institutional method in which participants are assessed a flat fee, and revenue sharing is removed from the investment lineup; and [3] A fee-leveling method where revenue sharing is credited to each participant, and a flat fee is assessed." |
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