◀ The Principal Blog

Posts from the ‘Advisors’ category

403(b) Plan Sponsors: Avoiding the Other Definition of “Fine”



In Brad Holterhaus’ blog post 403(b) Plan Sponsors: Is Your Plan “Fine”?, he described how many plan sponsors simply say their plan is “fine” when they don’t really know. And — more often than not — the plan is not “fine”. Brad listed several areas in which plan sponsors seem to…

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As Families Shift, So Do Benefit Needs



How do you define family? In this day and age, the definition often involves dynamics that are anything but “traditional.” For many reasons – including delayed adulthood, blended families and boomerang children – family has been redefined. But why is that important to you? Or to the…

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