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Principal Review: New Ally in Fight for Transparency

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Hi All,

I wanted to bring your attention to a new ally in the fight for transparency in the 403(b) market: Principal Review. Scott and I interview CEO and Managing Director, Daniel Alexander in our latest pod (#61). His firm is taking on the conflict of interest service and sales structures that exist within group sponsored retirement plans (ERISA and Non-ERISA including the 403(b) plan). Principal Review’s services include a Conflict of Interest Audit that identifies conflicted structures that serve to undermine the health of the plan and its participating employees. 

We are also proud to have Principal Review as our newest sponsor. You can see their link at the top of the Discussion Board. Feel free to reach out to Daniel with any questions: dalexander@principalreview.com



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