Principal vs. Fidelity
Hi there!
Does anyone have experience with either of these retirement services and their 401(k) programs? Wondering about the good/bad/ugly and trying to compare and see which would be the best fit!
Thanks for any insights you can share from your experiences with them.
Amy
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2replies
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Not having any experience with Principal but I have used Fidelity as well in my job have access and are partnered with 5 other invest firms that offer plans. I am happy to send over an easy comparison sheet if you would like to shoot me an email I will reply with the info. rodneychronister.rc@gmail.com
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Not sure I can help you make your decision but happy to help you weigh your options. I have clients utilizing both. eric.bokesch@marinerwealthadvisors.com