◀ The Principal Blog

Posts tagged ‘financial professionals’

Retirement plan benchmarking: are your clients making the grade?

How does your (and/or your clients’) retirement plan stack up against the competition? Are you benchmarking the program on a regular basis to see how it compares to peers? This is a valuable service that financial professionals can provide to clients. Not only does it help them identify strengths…

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ESOPs in the Arena

Recently I was reminded of a very famous quote from President Theodore Roosevelt: It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face…

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