◀ The Principal Blog

Posts from the ‘Retirement’ category

Breaking down the DOL fiduciary regulation: What makes you a fiduciary?



There’s no doubt, the DOL fiduciary regulatory package has changed the financial services landscape. Simply put, it redefines the activities that make you a fiduciary under the Employer Retirement Security Income Act (ERISA). If you’re like most advisors, you’ve already spent a lot of time…

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“Don’t do what I did” and two other powerful tips for college-bound kids



It’s that time of year again. The smell of freshly purchased notebooks, pizza grease and the only kind of sweat you get from hauling 27 plastic totes up four flights of un-air-conditioned stairs is in the air. (Are dorm elevators always broken?!) This year, millions of parents across the country…

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