Office: 412-341-6642
Toll Free: 877-366-401k
ERISA Soft Dollar Recapture
Many plan fiduciaries do not have a full understanding of the revenues that their plan’s assets generate for the investment industry. Retirement plan investment transactions often generate commissions, many times considered “soft dollars”.
We will review the practices of the plan’s investment managers and help the plan recapture – for its own plan purposes – transaction-based fees that are typically retained by the plan’s investment managers.