◀ The Principal Blog

Posts from the ‘Advisors’ category

Will automation put brokers out of a job?



Every industry has its trends and innovations. Some are big ideas that quickly excite people, but then fade away. Others build gradually and mark a real change in how we do business. One of the most recent trends in the employee benefits industry is a bit of both. It’s a movement toward…

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4 Common “Stages” a Plan Sponsor Experiences with Target Date Funds



When I see plan sponsors use the target date funds (TDFs) I create (I’m a portfolio manager here), I’m reminded of friends of mine with children – each are facing different challenges based on how old their kids are – or what stage of life their kids are in. Some need help with adapting…

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