◀ The Principal Blog

Posts from the ‘Businesses’ category

three retirement path choices

Where do you see yourself in five years?



As a semi-recent college graduate, I’ve faced the daunting question, “So where do you see yourself in five years?,” in more than a few job interviews.  Walking the line between a profound answer that displays drive and ambition without leaving the interviewer wanting to serve me a slice of…

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Pension Defenestration: Ejecting Risk Through Lump Sum Windows



I was unwinding from a long day of discussing lump sum windows with defined benefit (DB) plan sponsors, when I happened upon the “Story Notes” edition of the epic movie Braveheart. If you’re unfamiliar, Story Notes are interesting factoids that appear at the bottom of the screen throughout…

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