◀ The Principal Blog

Posts tagged ‘401(k)’

Financial advisors: helping clients select a target date fund



I’ve blogged about how we’ve come to look at the use of target date investment options (commonly referred to as TDFs) as being in various stages with clients. It’s based on the fact that TDFs are a mature product, so plan sponsors are in different stages based on their situation. We look at…

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Give Your Business the Voice it Needs with Automatic Email Marketing



In general, staying in contact with your clients is a great idea in order to maintain loyalty over time. The hard part? Coming up with content, and sending all those emails while also trying to prospect for new clients. It can be a second job simply running an email marketing campaign. Trust me,…

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