Outside Publication

Plan Fees and Expenses – What is and is Not Permissible?, PLANSPONSOR

August 2015

Plan sponsors and fiduciaries must take care when making payments from plan assets. Careful evaluation of the different types of plan expenses—and whether or not they are reasonable—is very important. This includes evaluating any fees paid from accumulated revenue sharing.

Speaking of compliance rights and wrongs, Employee Benefits partner Lisa Barton answers questions about avoiding plan fees and expense mistakes.