◀ The Principal Blog

Posts tagged ‘retirement plan’

Case study: Benchmarking analysis uncovers opportunities to improve retirement plan design

Why employers with a 401(k) or 403(b) plan should benchmark — and consider fee levelization As a business owner, how often should you compare your 401(k) or 403(b) fees and expenses to similar retirement plans? In the industry, we call this “benchmarking your retirement plan.” There’s no…

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Breaking down fee levelization —revenue sharing with fee adjustments

We’ve been talking a lot about the various ways business owners (e.g., those with a 401(k) or 403(b) plan) can cover the administrative costs of a retirement plan. Some use revenue sharing from the plan’s investment options to cover these fees. Others use fee levelization, which allows the…

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