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March 31, 2022

Five questions to ask your investment adviser in 2022

originally published in the Daily Herald, 2/6/22 With the new year ahead, and our economy facing inflation and multiple interest rate increases, you may be wondering how well your investments will perform this year.If you use an adviser or looking for an adviser, here are five questions you … [Read more...] about Five questions to ask your investment adviser in 2022

Filed Under: Articles

November 30, 2020

HSA — The Ultimate Retirement Savings Tool

Health Savings Accounts can be powerful long-term savings vehicles. As Health Savings Accounts (HSAs) gain popularity both in the workplace and in the marketplace, more and more consumers are beginning to understand the value of health savings accounts beyond just paying for current healthcare … [Read more...] about HSA — The Ultimate Retirement Savings Tool

Filed Under: Articles

August 2, 2018

Automatic Enrollment in HSAs

Auto Enrollment in HSAs     … [Read more...] about Automatic Enrollment in HSAs

Filed Under: Articles

August 2, 2018

DC execs told not to worry about fiduciary rule decision

Original Article : http://www.pionline.com/article/20180504/ONLINE/180509910/dc-execs-told-not-to-worry-about-fiduciary-rule-decision Retirement plan executives this week learned what won't happen, what could happen and, maybe, what should happen in defined contribution plans. Speakers at the Plan … [Read more...] about DC execs told not to worry about fiduciary rule decision

Filed Under: Quoted

August 2, 2018

HSA Plan Sponsor Recipe for Success

Original Article Found Here: https://www.plansponsor.com/hsa-plan-sponsor-recipe-success/ Plan sponsors tend to have trouble engaging participants in health savings accounts (HSAs)—educating them, getting them to participate and seeing HSAs as savings vehicles for retirement. Karin Rettger, … [Read more...] about HSA Plan Sponsor Recipe for Success

Filed Under: Quoted

July 31, 2018

Top 10 Myths and Misconceptions about Health Savings Accounts (HSAs)

Karin M. Rettger, MBA, AIF, President, Principal Resource Group Kelley Long, CPA/PFS, CFP®, Financial Planner, Financial Finesse Health Savings Accounts (HSAs) continue to grow in popularity. Since 2008, HSA assets have risen from $5.5 billion to a projected $53.2 billion by the end of 20181. If … [Read more...] about Top 10 Myths and Misconceptions about Health Savings Accounts (HSAs)

Filed Under: Articles

July 31, 2018

How To Guide Your Employees Towards Retirement Preparedness

Original Article Here: https://www.forbes.com/sites/forbesnonprofitcouncil/2018/06/18/how-to-guide-your-employees-towards-retirement-preparedness/ If your organization is like most employers, you offer a retirement program for your employees, but you are not likely measuring employee retirement … [Read more...] about How To Guide Your Employees Towards Retirement Preparedness

Filed Under: Quoted

July 9, 2018

Most Influential Women in Benefit Advising

PRG congratulates our founder and President, Karin Marrs Rettger on her recognition from Employee Benefit Adviser magazine as one of the Most Influential Women in Benefit Advising (2017). This prestigious award recognizes leading women in the employee benefits world who not only are successful in … [Read more...] about Most Influential Women in Benefit Advising

Filed Under: Industry Recognition

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Securities offered through Cambridge Investment Research, Inc., a broker dealer, member FINRA (https://www.finra.org/) SIPC (https://www.sipc.org/). Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Fixed Insurance offered through Principal Resource Group, Inc. Cambridge and Principal Resource Group are not affiliated. We are licensed to offer securities products and insurance products in the state of Illinois. The information included herein should not be considered a solicitation or an offer to sell products in any state besides those in which we are properly licensed.

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