◀ The Principal Blog

Posts from the ‘Advisors’ category

Benefits of ESOPs in a volatile market



Volatility in the financial markets makes many people nervous – particularly those that are preparing to retire. It is reasonable to worry about if they will have enough money and when is the right time to embark on the next chapter of their life. An Employee Stock Ownership Plan (ESOP) can help…

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Case study: Benchmarking analysis uncovers opportunities to improve retirement plan design



Why employers with a 401(k) or 403(b) plan should benchmark — and consider fee levelization As a business owner, how often should you compare your 401(k) or 403(b) fees and expenses to similar retirement plans? In the industry, we call this “benchmarking your retirement plan.” There’s no…

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