◀ The Principal Blog

HZ1226MaximizeERISA

How to Maximize an ERISA 403(b) Plan with Participant-Controlled Assets



I recently had a significant delay on a flight. My original flight was scheduled to take off prior to the onset of a major snowstorm. Unfortunately, the plane had some minor technical problems and we were forced to wait for the mechanics to fix it – all while the storm got closer and closer. Many…

Read more

PPI client testimonial video

In Their Own Words-The ESOP story of PPI



For the past eighteen months I have espoused the potential benefits of Employee Stock Ownership Plans (ESOPs) for business owners, companies, employees, and communities.  We recently worked with Precision Pulley & Idler (PPI) in Pella, IA, to tell their ESOP story. This brief video highlights…

Read more

Recent