Revenue Sharing -- Best Practices

Our firm has always believed that revenue sharing payments belong to the retirement plan and should be accounted for in the analysis of fees paid to service providers.  As the Department of Labor concurs with this perspective, some new disclosure requirements are on the horizon.  For additional details, please review the attached article (click here) by Fred Reish, Managing Director and Partner of the Los Angeles-based law firm of Reish Luftman Reicher & Cohen.

If you have any questions or comments, please e-mail me at bradb@innovestinc.com.