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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