◀ The Principal Blog

Posts from the ‘Retirement’ category

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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Financial advisors: retirement education for target date funds



This is part 3 of my blog series on the four stages of a target date investment option (TDF) (see the intro;  part 1 – Selection; and part 2 – Implementing). Here, the topic is education about TDFs in a retirement plan. It’s important to note that ‘effective employee…

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