Fees · Guide
Fee leveling and revenue sharing in 401(k) plans
How revenue sharing, 12b-1 and sub-TA fees work, how to find the most efficient share class, and per capita vs. pro rata fees. By Brian C. Shannon.
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401(k) recordkeeping fees: what’s reasonable, and why average isn’t
How recordkeeping and administration fees are charged, why dollars per participant is the right measure, and what a prudent process looks like.
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