Granite Group Advisors -


2013-07-12 :: DOL on Revenue Sharing
Recently published DOL

Recently published DOL opined that Revenue Sharing carried on the books of the service provider as a credit due the plan, if properly structured are not ERISA “plan assets prior to receipt of plan. In a nutshell, mutual fund fees go to the service provider directly, the responsibility for ensuring reasonableness remains with the fiduciaries

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