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Fee Levelization – Mainstay Investments, Jeffrey Zielinski, CRPC

Fee Levelization by: Jeffrey Zielinski, CRPC, CRPS.  It’s Never Really Free, common and more basic methods of paying plan expenses were reviewed, particularly in the event of shedding revenue-sharing arrangements – in part or in whole – from a plan fund lineup. Another form of payment arrangement is fee levelization.

Revenue-sharing arrangements, on a per share basis, vary from fund to fund. Fund A may pay more or less revenue share than Fund B, but both funds may be available in the same plan fund lineup. As a result, some plan participants pay more in revenue share than other participants with the same account balance, but different investments.

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Retirement Income Investment Options Change 401ks

Retirement Income Investment Options Change 401ks Retirement income investment options appear to be the new focus of investment design architects for 401k and 403b plans. In addition to boosting participation through auto-enrollment features, plan sponsors are now focused on retirement ...