- The plan's purpose
- Fiduciary duties relating to the plan's payment of fees
- Monitoring and evaluating whether fees are reasonable, including how and when fees will be reviewed
- Fee collection method(s) and how they are evaluated
- Communication of fees to participants
Additional resources to help advisors strengthen client relationships and optimize their practice are available at principal.com/valueadd. For more research, analysis and insights from Principal, visit the Principal Knowledge Center and connect with us on Twitter.About Principal ® Principal helps people and companies around the world build, protect and advance their financial well-being through retirement, insurance and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals - offering innovative ideas, investment expertise and real-life solutions to make financial progress possible. To find out more, visit us at principal.com. Groom Law Group is not an affiliate of any company of the Principal Financial Group.