◀ The Principal Blog

Posts tagged ‘Fiduciary’

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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Proposed DOL Fiduciary Regulation May Lead to Unintended Roadblocks for 403(b)s



What’s all the fuss about surrounding the Department of Labor’s (DOL’s) proposed fiduciary regulation?  After all, the DOL and proponents of the regulations say that it’s simply about having the financial services industry act in the best interest of plans and individuals. In reality,…

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