◀ The Principal Blog

Posts tagged ‘Retirement Plans’

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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Why you monitor target date funds



This is the final installation of my blog series on the four stages of a target date investment option (TDF) (read the series). Here, I’ll talk about the importance of monitoring a TDF in a retirement plan’s investment lineup. The Department of Labor has outlined that a plan fiduciary has the…

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