◀ The Principal Blog

Posts tagged ‘fiduciary responsibility’

Fee levelization can work for retirement plans of all shapes and sizes



If you’re like me, you can find conflicting advice a bit frustrating. For instance, I recently talked to two different contractors about a project we’re considering and received two completely different opinions. Now, I know there’s often more than one way to solve a problem, but in this…

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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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