◀ The Principal Blog

Posts from the ‘Tax Exempt’ category

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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The Seven “403(b) Administrative” Sins (Part 1)



Despite conventional wisdom that says one shouldn’t discuss religion or politics in social situations, I invariably find myself in conversations about one or both. Thankfully the discussions regarding religion have never touched on something as philosophical as the “Seven Deadly Sins”…

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