◀ The Principal Blog

Posts tagged ‘plan sponsor’

Who’s in Your Company’s Family Tree – but Not in Your Plan?



My dad just turned 90 years old. We had many discussions prior to his big day about how to celebrate his milestone.  We went back and forth on how big he wanted this party to be.  In the end, my dad didn’t want to exclude anyone.  It turned into a big family reunion that became a big county…

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Fiduciary regulations: A cautionary tale for 403(b) plan sponsors



The 403(b) industry has seen a lot of changes over the past nine years. However, even with all the regulatory changes, the Internal Revenue Service (IRS) and the Department of Labor (DOL) have given non-profit organizations a lot of time to bring their plans into compliance. However, it now looks…

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