◀ The Principal Blog

Posts tagged ‘401k fiduciary’

Win over plan sponsors by going deep on fee levelization – a 3-step approach (case study)



Fee levelization — or fee equalization — is a hot topic these days. In fact, retirement-focused advisors rank ‘equalizing fund revenue’ among their top five criteria when choosing a service provider. Unfortunately, advisors don’t seem to be turning the interest into opportunity. But in my…

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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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