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Posts tagged ‘fee levelization’

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…

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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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