◀ The Principal Blog

Posts tagged ‘retirement planning’

Healthy, wealthy, wise.



What do your health and retirement planning have in common? Turns out a lot according to the Principal Financial Well-Being IndexSM: American Workers, a survey of more than 1,110 American workers (aged 18+) working at small to mid-sized business, conducted online in February 2015 by Harris Poll on…

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4 Common “Stages” a Plan Sponsor Experiences with Target Date Funds



When I see plan sponsors use the target date funds (TDFs) I create (I’m a portfolio manager here), I’m reminded of friends of mine with children – each are facing different challenges based on how old their kids are – or what stage of life their kids are in. Some need help with adapting…

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