◀ The Principal Blog

Posts from the ‘Advisors’ category

Breaking down the DOL fiduciary regulation: How will fiduciaries get paid?

By now, I hope you understand how the DOL fiduciary regulatory package has changed the activities that make you a fiduciary under the Employer Retirement Security Income Act (ERISA). But what does that really mean for you and your practice? For starters, you’ll want to understand what activities…

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Progress is a Possible – Part II

If you have followed my blog you will recognize Torch Technologies from Huntsville, Alabama and their commitment to community. They are a great example of an Employee Stock Ownership Plan (ESOP) owned company. I had the opportunity to spend some time with Bill Roark, CEO of Torch Technologies at…

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