◀ The Principal Blog

Posts tagged ‘Tax Exempt’

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…

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The 403(b) market – room for future upgrades?



In my last post I talked about my neighbors’ discomfort with change, even though it positions us for the future. Some have complained a new TV service is inferior. While I agree there may be fewer bells and whistles, the new provider uses a fiber optic-based system with plenty of room for future…

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