◀ 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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Fee levelization can work for retirement plans of all shapes and sizes



If you’re like me, you can find conflicting advice a bit frustrating. For instance, I recently talked to two different contractors about a project we’re considering and received two completely different opinions. Now, I know there’s often more than one way to solve a problem, but in this…

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