I've been a retirement plan consultant for 30 years and Principal has the 2nd

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Jan 13, 2022
3:54:20pm

wcj99 All-American

I've been a retirement plan consultant for 30 years and Principal has the 2nd

worst customer service of any group I've ever dealt with. Only Transamerica is worse.

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wcj99

Bio page: wcj99
Joined: May 22, 2012
Last login: Apr 26, 2024
Total posts: 1,887 (0 FO)

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Messages

Author

Time

Principal vs Fidelity for 401k plans.

Kolipoki

1/13/22 2:38pm

it will be just fine, similar funds likely and will likely be easy to use

Hsaru

1/13/22 2:40pm

I've never used Fidelity, but have been very happy with Principal at work.

Eddie

1/13/22 2:42pm

I have kept my principal 401k instead of rolling over to current because its

Avery

1/13/22 2:43pm

Keep your other stuff in Fidelity. And it really just comes down to the fund

1/13/22 2:43pm

Yep. Check your fees. I have Principal with my current employer. Had Fidelity

Dangerous

1/13/22 2:59pm

I would rollover to an IRA where you have more investing options.

Thrill

1/13/22 3:23pm

I've been a retirement plan consultant for 30 years and Principal has the 2nd

wcj99

1/13/22 3:54pm

For the employee the record-keeper doesn’t matter that much IMO It’s more about

MormonThug

1/13/22 9:12pm

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