◀ The Principal Blog

Posts from the ‘Advisors’ category

What is revenue sharing and how does it work?



That’s a great question and one I get asked frequently. It’s relatively easy to understand once you know how retirement plan fees — or 401(k) plan administrative fees — are collected. So, let’s do a quick refresher on the basics of why and how fees are collected. Why retirement plan…

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Embracing change and evolving business



The Pony Express is as ubiquitous in Hollywood westerns as horses and saloons.  You would think that it was a long-term fixture in the history of the western United States.  Yet, the Pony Express lasted a mere 19 months, replaced by the telegraph. The Pony Express wasn’t the first and certainly…

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