◀ The Principal Blog

Posts tagged ‘401(k) plans’

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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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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