◀ The Principal Blog

Posts tagged ‘fee’

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…

Read more

4 fee levelization insights advisors can leverage now



Lately we’ve been looking for research on fee levelization — or fee equalization — trends in 401(k) plans. Turns out there are a few studies out there, but it’s slim pickings. The studies we’ve found don’t really give us a good sense of the current landscape. So, we decided to do our…

Read more

Recent