◀ The Principal Blog

Posts tagged ‘Fiduciary’

Unwrapping Fiduciary Regulatory Change



Many of my colleagues and I have recently been labeled ‘ERISA nerds’, a title we wear with pride. My career has focused on delving into retirement regulation and how to interpret it. As I look at the new Department of Labor (DOL) fiduciary regulation package, I can’t think of many other times…

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Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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