◀ The Principal Blog

Posts from the ‘Tax Exempt’ category

Three Trends in Nonprofit Plan Modernization



I remember when I was a child my dad told me about the places he had lived in. There was an evolution over his lifetime, and he measured that evolution by the number of lightbulbs that were required in each successive house.  Well for those of you who have been following my blog posts, you’ll…

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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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