INSIDER'S VIEW OF 401K REVENUE-SHARING

Many 401k plans have hidden fees and revenue sharing arrangements with third-parties that are not explains to 401k participants.

The following topics are addressed:


- An Insider's View of 401k Fees
- What Are Your Fiduciary Duties Regarding Revenue-Sharing Arrangements?
- Investment-related expenses ("investment expenses")
- Recordkeeping and administration expenses, which include communications, compliance, and other services related to the operation of a plan ("administrative expenses")
- Investment consulting, brokerage, or advisory services ("advisory expenses")
- Concluding Thoughts
- Final Rule on 401(k) Fee Disclosure

man thinking about finding 401k plans have hidden fees


IRS Reporting




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