◀ The Principal Blog

Posts tagged ‘Tax Exempt’

PSCA Snapshot Survey reveals opportunities for plan sponsors and how advisors can help



This past summer, my wife and I moved into a new community. As in most communities, there is a robust recycling program. The only problem is figuring out the rules. Specifics aren’t written anywhere, but I’ve learned through trial and error that you need to keep paper separate from plastic and…

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Something to Celebrate



In May, my youngest graduated from college. Not only that, she got the job she wanted in her field. Break out the champagne — she’s done and on her way. Better still, my wife and I are done with tuition payments. In my last blog, I talked about the latest 403(b) survey from Plan Sponsor Council…

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