We speak with Daniel Alexander, CEO and Managing Director of Principal Review, a firm 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. The firm then provides solutions to remedy the conflict. 

https://www.principalreview.com/

retireaware.com (company blog)

[email protected]

403(b)wise

Meridian Wealth Management

Moreland & Arbuckle