◀ The Principal Blog

Posts tagged ‘ERISA fiduciary’

Looking for a new way to explain fee levelization?



We know retirement plan sponsors have many reasons to consider levelizing or equalizing 401k plan administrative fees. One of the most important is it can help enhance their fiduciary responsibility. But here’s the problem – it’s not on the radar for some plan sponsors. Many advisors tell us…

Read more

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…

Read more

Recent