◀ The Principal Blog

Posts from the ‘Tax Exempt’ category

403(b) Plan Sponsors: Avoiding the Other Definition of “Fine”



In Brad Holterhaus’ blog post 403(b) Plan Sponsors: Is Your Plan “Fine”?, he described how many plan sponsors simply say their plan is “fine” when they don’t really know. And — more often than not — the plan is not “fine”. Brad listed several areas in which plan sponsors seem to…

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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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