◀ The Principal Blog

Posts from the ‘Advisors’ category

Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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403 (b) Plan Sponsors: Is Your Plan “Fine”?



My wife and I are about to celebrate our 25th wedding anniversary. Over the course of these 25 years, I have made my share of classic husband-like mistakes. You know the kind I’m talking about — staying out too late with buddies after a good game, spending Saturday on the golf course instead of…

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