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June 2012
Trinity Pension Consultants Newsletter
In This Issue
Fee Disclosure Rules Video 2
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Fee Disclosure Rules Video Series: Video 2

 

In the second installment of Trinity's Fee Disclosure Rules Video Series, Anthony discusses the first of three types of Revenue Sharing used by third-party administrators called Retain and Keep. 

 

Using this type of Revenue Sharing, TPAs retain and keep all of the indirect fees given to them by the investment provider. 

 

You can view the video by visiting:

 

 

Stay tuned for the next video in our series, which details the second type of revenue sharing: Full Offset. 

 
 


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