◀ The Principal Blog

Posts tagged ‘Retirement Plans’

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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Financial advisors: helping clients select a target date fund

I’ve blogged about how we’ve come to look at the use of target date investment options (commonly referred to as TDFs) as being in various stages with clients. It’s based on the fact that TDFs are a mature product, so plan sponsors are in different stages based on their situation. We look at…

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