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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    • Rodney Chronister
    • Connector/Help Conveyor - Working to be a by-product of my service to others growth!
    • Rodney_Chronister
    • 2 mths ago
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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

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  • 2 mths agoLast active
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