◀ The Principal Blog

Posts tagged ‘403(b)’

Car warranties, retirement plans and advisor scenarios



The car my wife drives recently starting making an odd noise. We’ve owned the car for 63 months and have 58,000 miles on it.   The dealership service department determined it was a faulty transmission, and needed to be replaced.  63 months says I’m outside my 60/60,000 powertrain warranty. …

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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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