◀ The Principal Blog

Posts tagged ‘Fees’

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…

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Know Thyself: Socratic Thoughts on Defined Benefit Fee Policy Statements

I’m not sure what this says about me, but every time someone mentions Socrates, I think of Steve Martin’s depiction of the ancient philosopher in his 1980 TV special Steve Martin: Comedy is Not Pretty. (“…And not once did anyone ever say: ‘Socrates, hemlock is poison!’”) In real life,…

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