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ERISA Section 408(b)(2): Is That Still a Thing? (PDF)
Ferenczy Benefits Law Center, via Journal of Pension Benefits Link to more items from this source
[Guidance Overview]
Feb. 14, 2023

"If you [as a service provider] decide to continue to accept revenue sharing and either cannot obtain the reporting necessary to follow [steps described in this article] or do not want to spend the time or energy to do so, understand the risk that you are taking.... [U]nder no circumstances should you be providing services to retirement plans and their sponsors without a written service agreement.... [T]he ability to demonstrate clarity of the services you are providing, and the fees charged for those services goes a long way to meet the disclosure rules "

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