Browsing Tag
Principal Financial Group
127 posts
Explore the latest developments from Principal Financial Group on 401k Specialist, featuring updates on their innovative 401(k) plans, investment strategies, and digital enhancements aimed at optimizing retirement savings and improving financial literacy for both employers and participants.
Principal Waiving Some Fees for 401k Plan Sponsors, Participants
Help for retirement plan sponsors and participants experiencing the financial impacts of the widespread COVID-19 outbreak continues to…
Cares Act RMD, Early Withdrawal Waivers: A Closer Look
Required minimum distributions for 401ks and IRAs will be waived in 2020, and 401k participants would be allowed…
401k Participation, Contributions, Diversification All Show Big Gains Over Last 5 Years
More workers than ever are saving more toward their retirement and Millennials are quickly catching up to older…
Young ‘Super Savers’ Teach Important Lessons About Saving for Retirement
For the last three years we’ve been studying a group of Gen X and Gen Y “super savers”…
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
SECURE Act Victory Lap: Industry Celebrates, Congratulates Lawmakers
Statements from the retirement industry came pouring in late Monday after it was announced that the Setting Every…
3 Things Non-Profits with Retirement Plans will Focus On in 2020
Employee retirement readiness, financial wellness and regulatory compliance are the top three priorities of non-profit organizations with 403(b)…
Americans Not Saving Enough, But Resolve to Do Better in 2020
Americans know they did not save enough in 2019, but many are planning to do something about it…
Major Push for SECURE Act Vote: Republicans Try a ‘Live UC’
As the remaining days of 2019 wind down, pressure ramped up this week with repeated calls to get…
How to Accelerate 401k Firm Growth: Excel 401(k) Conference
Bob Scherzer is new to the 401k advisor business—sort of. The managing director for the New York metro…