◀ The Principal Blog

Posts from the ‘Retirement’ category

Employers – are you ready to stretch?



It’s that time of year again. With the turkey, stuffing and green bean casserole behind us, thousands of people are getting a jump-start on their New Year’s resolution by flooding into gyms and fitness centers. They (and I) are determined to transform our physical lives for the better – and…

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Setting expectations with clients post DOL fiduciary regulatory package



As you envision becoming an ERISA fiduciary, I’d encourage you to start thinking about setting expectations with your retirement plan clients sooner rather than later. Why? Well, I’m guessing you and your clients will want to know: How, and to what extent, you’ll provide investment advice How…

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