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Aon Hewitt Retirement and Investment Blog

Treating All Participants Fairly: Revenue Sharing Policy Considerations

A mutual fund’s expense ratio is stated as a percentage of assets under investment and is netted from the fund’s performance, or Net Asset Value (“NAV”). Therefore, a defined contribution plan participant does not directly see the impact of revenue sharing on a fund’s performance. Recently, a number of legal cases have made it clear that fiduciaries responsible for the selection of investment options or for monitoring the reasonableness of fees must exercise greater care in their oversight of revenue sharing arrangements.

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