◀ The Principal Blog

Posts tagged ‘401(k)’

Who Moved My Plan? Getting Private College Faculty to Change



I recently moderated a panel discussion at the LIMRA Retirement conference in Chicago. While it was an interesting discussion, the most engaging conversation took place afterwards with my co-panelists – other practitioners in the tax-exempt retirement plan space.  We all agreed that private…

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Try this Revenue Procedure on For Size



I had an intriguing discussion with my wife after she returned from a recent shopping trip. It seems there is an absolute lack of logic in women’s clothing sizes. She saw a shirt in exactly the same style and size as one she bought last year. Well, she liked that shirt and decided she’d get…

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