◀ The Principal Blog

Posts tagged ‘Not For Profit’

Whose Money is It? (Part 2)



In a recent post, I pointed out some of the complexity surrounding beneficiary designations in a multiple provider environment—and potential legal challenges that are likely to result upon a participant’s death when multiple, different beneficiary designations exist. Another area with very…

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Heard on the Street



Back in July, I posted a blog about the trend emerging among 403(b) plans sponsors in higher education – in particular among private colleges and universities. After several years of administering their 403(b) plans under the full force of the final 403(b) regulations, and ERISA, many are now…

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