◀ The Principal Blog

Posts from the ‘Advisors’ category

Are 403(b) plans evolving fast enough?



My community recently experienced a technology upgrade. We now have fiber optics for TV and ultra-high speed internet. While I don’t really have use for 1GBps internet speed today, I know this latest evolution enables future technology. Change is often a good thing. But not everyone sees it that…

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Is fee levelization right for my organization?



I’m starting to hear this question a lot. Which is great news because it means you’ve not only heard about the possible benefits of fee levelization, but you want to learn more. We’re certainly seeing a lot of interest in this topic among advisors, but now it’s time to help clients learn…

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