◀ The Principal Blog

Posts from the ‘Retirement’ 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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Parents just don’t understand: getting a read on millennials and their money

Have you ever fallen victim to earworms? You know, those pesky songs that get stuck in your head and won’t leave? I recently overheard (1988 Grammy award-winning) “Parents Just Don’t Understand” and couldn’t shake it for days. However, somewhere around the third chorus, I realized that DJ…

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