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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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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Same same same!!! We just went through an RFP comparing the two and landed on Principal. They are such a solid fit for us and felt like a warm hug. Did you decide yet?? Interested in hearing your opinions and thoughts about the two. I can share our score card and thoughts as well. Schamblee@acerelocation.com
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Both are good options...but it's equally important to hire a proper investment advisor. As a plan sponsor you have fiduciary responsibilities... which include making sure the investment options are appropriate, 12b-1 fees and aligned, etc. Your investment advisor acts as an unbiased consultant to help guide you. I'm glad to share more if you are interested. jenny.vonderwerth@onedigital.com | 408-218-6177