◀ The Principal Blog

Posts tagged ‘Fees’

Looking for a new way to explain fee levelization?



We know retirement plan sponsors have many reasons to consider levelizing or equalizing 401k plan administrative fees. One of the most important is it can help enhance their fiduciary responsibility. But here’s the problem – it’s not on the radar for some plan sponsors. Many advisors tell us…

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Despite the hype, zero revenue sharing options aren’t always the cheapest



I’ve been breaking down some common misconceptions surrounding fee levelization in my last few posts. Here are two myths I touched on already: Only large companies use it Participants won’t like it But there’s another misconception I hear frequently – zero revenue investment options are…

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