◀ The Principal Blog

Posts tagged ‘plan sponsor’

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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Clean It Up



My youngest daughter just graduated college and my wife and I decided it’s time to sell the house. What a project that has turned into!  That’s a lot of cleaning up.  Eighteen years of accumulated clutter.  It’s all stuff that my wife or I would look at today and want to keep; but facing…

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