Posts tagged ‘Revenue sharing’

Is fee levelization right for my organization?



I’m starting to hear this question a lot. Which is great news because it means you’ve not only heard about the possible benefits of fee levelization, but you want to learn more. We’re certainly seeing a lot of interest in this topic among advisors, but now it’s time to help clients learn…

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What is revenue sharing and how does it work?



That’s a great question and one I get asked frequently. It’s relatively easy to understand once you know how retirement plan fees — or 401(k) plan administrative fees — are collected. So, let’s do a quick refresher on the basics of why and how fees are collected. Why retirement plan…

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