Recordkeeper Float Earnings

Understanding float earnings is essential for fiduciaries aiming to ensure transparency, manage risk, and reduce plan costs.

This Fiduciary Training demystifies how float income is generated, how it's treated by recordkeepers, and why it matters under ERISA regulations. Learn how to evaluate float as part of total plan compensation, ask the right oversight questions, and protect your plan from excessive fee litigation. Download the guide today and take a proactive step toward stronger fiduciary governance.

To download a copy of our training document, please fill out the firm on the right.