◀ The Principal Blog

Posts tagged ‘401(k)’

Retirement Wants (all the bacon!) vs. Retirement Needs (floor strategy)

Have you ever taken a moment to envision what your dream retirement would look like? (If not, I highly encourage you to take the next 60 seconds to think about it, or take this fun quiz!) I recently had the opportunity to publically share my dream retirement. In return, I received an illustration…

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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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