Browsing Tag
Principal Financial Group
129 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.
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…
‘Transcreation’ Helps Expand Hispanic Worker Retirement Savings Program
We’ve got your word of the day: “Transcreation.” That’s a technique helping Principal Financial Group expand its culturally…
Climbing Participation, Contribution Rates a Good Sign for 403b Plans
403b plan participation and contribution rates are showing solid growth according to new data from non-profit organizations that…
Super Savers: Subset of Gen X, Gen Y Sacrificing Big to Secure Retirements
Living modestly now in order to have a bigger nest egg down the road is a thing for…
SEC Charges Advisor Firm, Principals with Defrauding Retired NFL Players
In an extreme case of unsportsmanlike conduct, a former RIA and an attorney who represented a group of…
401k Fintech Update: ADP, Principal Unveil New Web-Based Tools
A pair of 401k fintech tools in the form of an analytics-driven retirement plan health dashboard for plan…
Done Deal: Principal Closes $1.2B Wells Fargo Retirement Acquisition
In its most recent update on June 17, Principal Financial Group said it expected to close its acquisition…
Principal-Wells Fargo Deal Moving Toward Early 3Q Close
After announcing in April it would buy Wells Fargo’s retirement plan services business for $1.2 billion, Principal Financial…