◀ The Principal Blog

Posts from the ‘Tax Exempt’ category

Heard on the Street



Back in July, I posted a blog about the trend emerging among 403(b) plans sponsors in higher education – in particular among private colleges and universities. After several years of administering their 403(b) plans under the full force of the final 403(b) regulations, and ERISA, many are now…

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Whose Money is it Anyway?



I recently spent a whole day in Salt Lake City discussing operational nuances and considerations with ERISA 403(b) plans that have more than one service provider. As this is the case with a large number of 403(b) plans, even those with a single current provider due to service provider contracts…

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