◀ The Principal Blog

Posts from the ‘Advisor’ category

Your clients and their workplace benefits — which make good fee levelization candidates?



There’s no doubt fee equalization (or fee levelization) for participant retirement plan fees continues to be a hot topic. In the past few months we’ve seen the number of advisors and plan sponsors asking about fee allocation grow significantly. Beyond the basic questions, advisors want to know…

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Can a Ziggy Marley song help prepare you for retirement?



Ah, April. Once again, our world is filled with cherry blossoms, the smell of grass, Easter egg hunts and daylight stretching into the evening. Spring has sprung. This is my favorite time of year. I’m blessed to spend most of my free time with my family at our cabin. For us, spring means getting…

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