◀ The Principal Blog

Posts tagged ‘Audit’

Shape up your retirement program in 2016



Many of us start off every new year with the resolution of getting in better shape.   For some, that can mean physical shape.  For others, it could mean financial, intellectual, emotional, spiritual, etc.  Ideally, along with the resolution, is a strategy to arrive at a desired goal. Have you…

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What Do Cars and Retirement Plans Have In Common?



I think it’s a safe bet to say we’ve all paid a lot more attention to retirement plan fees in the wake of the new DOL (Department of Labor) disclosure requirements. This is true for 401(k)/403(b) plans and beyond. Fortunately (or unfortunately) we can’t avoid the topic! It’s likely no one…

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