◀ The Principal Blog

Pension Defenestration: Ejecting Risk Through Lump Sum Windows



I was unwinding from a long day of discussing lump sum windows with defined benefit (DB) plan sponsors, when I happened upon the “Story Notes” edition of the epic movie Braveheart. If you’re unfamiliar, Story Notes are interesting factoids that appear at the bottom of the screen throughout…

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75th blog post

75 and counting…



My first blog posted September 2012.  At that time I was the second blogger for the Principal Financial Group®.  Only three blogs had posted prior to that time – all from Jim McCaughan, president, global asset management, Principal Global Investors (he continues to post as well ). The Employee…

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