About Us

Principal Review is dedicated to the idea that employers and employees need focused resources to make informed decisions
about financial products and investing for retirement.



Mission Statement

Providing expertise to empower plan participants to make informed and educated decisions with their retirement savings while protecting employer sponsored retirement plans from service providers with hidden conflicts of interest.

Why We Do This?

The founders of Principal Review have spent decades working in the retirement plan field, helping employers and employees. Over the years, we have identified a number of gaps in legal rules and fiduciary practices. These gaps leave employers and employees vulnerable to provider practices that are more focused on generating provider revenue and less focused on protecting retirement assets. We have started Principal Review to bring specialized expertise to employers and employees to help with the goal of maximizing the amount of retirement plan assets that are actually available for retirement.

 

 
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