◀ The Principal Blog

Posts from the ‘Tax Exempt’ category

Top opportunities in 403(b) plans for higher education and the benefits of using financial professionals



I’m regularly asked where are the biggest opportunities in the tax-exempt sector. My answer is the biggest opportunity for change right now lies in one key segment of the 403(b) market:  private higher education.  There is a huge opportunity for higher educational institutions to modernize…

Read more

What you need to know about fee levelization trends



Trends come and go. Sometimes they last, and sometimes they are short lived. In the retirement plan industry, sometimes we see trends that apply across all plan types, and sometimes we see trends that only apply with a narrow focus. A particular trend today is to look at how administrative fees are…

Read more

Recent