◀ The Principal Blog

Posts tagged ‘PSCA’

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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Retirement Planning in the Real World



My older daughter graduated from college in May and just started her first real job. It doesn’t seem things have changed a lot since I was that age, but I do find that kids today seem to lack a great deal of knowledge about the “real world” when they get out of school. My daughter is highly…

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