◀ The Principal Blog

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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4 fee levelization insights advisors can leverage now

Lately we’ve been looking for research on fee levelization — or fee equalization — trends in 401(k) plans. Turns out there are a few studies out there, but it’s slim pickings. The studies we’ve found don’t really give us a good sense of the current landscape. So, we decided to do our…

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