Allocation Differences: How Recaptured Revenue-Sharing Funds Can Be Used

Los Angeles partner Fred Reish published a column for PLANSPONSOR titled, “Allocation Differences: How Recaptured Revenue-Sharing Funds Can Be Used.” Los Angeles partner Bruce Ashton and Chicago associate Joshua Waldbeser also contributed. The article discussed how excess recaptured service provider’s compensation is handled, and how to allocate plan expenses. The articles also highlights the creation of recordkeeping systems that “equalize.”