◀ The Principal Blog

What you need to know about fee levelization trends



Trends come and go. Sometimes they last, and sometimes they are short lived. In the retirement plan industry, sometimes we see trends that apply across all plan types, and sometimes we see trends that only apply with a narrow focus. A particular trend today is to look at how administrative fees are…

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The 403(b) market – room for future upgrades?



In my last post I talked about my neighbors’ discomfort with change, even though it positions us for the future. Some have complained a new TV service is inferior. While I agree there may be fewer bells and whistles, the new provider uses a fiber optic-based system with plenty of room for future…

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