Browsing Tag
Principal Financial Group
134 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.
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
Principal is bringing “top talent” from Wells Fargo Institutional Retirement & Trust as part of the retirement plan services acquisition deal.
Plan Participants Rank Top 401(k) Providers
Charles Schwab, Bank of America and Fidelity Investments topped the respective large-, medium- and small-sized 401k plan participant…
‘Next-Gen’ 401(k) Plan Package for SMBs Debuts
Principal introduces Principal IMPACT, an easy-to-administrate 401(k) plan package designed specifically to meet the needs of SMBs.
Study by Finke, Pfau Shows Annuities Improve Retirement Outcomes
Annuities still have an image problem, but new research including 10,000 simulations show income annuities really do improve…
MAJOR Merger Announced: Principal Buys Wells Fargo Retirement Business
A shakeup in the defined contribution 401k plan space as Principal Financial Group said it will acquire Wells…
How Americans fail at protecting their family’s financial future
Advisors are great at encouraging consumers to save for retirement, but they often neglect talking about life insurance…