◀ The Principal Blog

Posts from the ‘Advisors’ category

Win over plan sponsors by going deep on fee levelization – a 3-step approach (case study)



Fee levelization — or fee equalization — is a hot topic these days. In fact, retirement-focused advisors rank ‘equalizing fund revenue’ among their top five criteria when choosing a service provider. Unfortunately, advisors don’t seem to be turning the interest into opportunity. But in my…

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IRS Mandates Use of New Mortality for 2018…Unless You Don’t Want To!



On October 3, 2017, the IRS released Notice 2017-60, finally acknowledging that new mortality assumptions would be required for 2018 in the determination of minimum contributions and, by association, Pension Benefit Guaranty Corporation (PBGC) premiums. But in an altruistic maneuver by the IRS (two…

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