◀ The Principal Blog

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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Time to review your Medicare coverage



Fall is an exciting time of year. Kids are back in school, farmers harvest their crops, and there’s football season! It’s also time for individuals over the age of 65 to look at their Medicare coverage. We often see individuals “set it and forget it.” That’s a mistake with Medicare…

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