◀ The Principal Blog

Innumeracy and my retirement vision

My cartoon character from The Principal #SeeYourRetirement campaign has taken on a life of its own. Ever since it was originally posted online, I’ve gotten lots of messages ranging from, “Have you seen this character, it sort of looks like you,” to “Hey! I know that guy!” It’s also…

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Fiduciary regulations: A cautionary tale for 403(b) plan sponsors

The 403(b) industry has seen a lot of changes over the past nine years. However, even with all the regulatory changes, the Internal Revenue Service (IRS) and the Department of Labor (DOL) have given non-profit organizations a lot of time to bring their plans into compliance. However, it now looks…

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