◀ The Principal Blog

Posts from the ‘Advisors’ category

How do 401(k) participants really react to fee levelization?



One of the things I enjoy about my role is regularly interacting with retirement plan advisors and plan sponsors. Over the last few years, I’ve talked to hundreds of you about a variety of possible products, services and solutions, including fee levelization related to revenue sharing (a.k.a. fee…

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HD LDI: High Definition Liability Driven Investing



Recently, my weekly supply run to the local warehouse store was unexpectedly interrupted by a life changing event. As I turned the corner with my oversized cart, finishing off the remnants of the free buffalo chicken from the last aisle, there it was. Football…in wide screen, glorious 4K HDTV!…

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