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.
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…
May 28, 2019
‘Next-Gen’ 401k Plan Package for SMBs Debuts
Principal Financial Group announced the launch of Principal IMPACT on May 13, a next-generation 401k retirement plan package…
May 13, 2019
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…
April 22, 2019
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…
April 9, 2019
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…
February 6, 2019
What’s Next? 401k Financial Wellness by Life Stage
As life progresses, new financial priorities emerge. Recent college grads might want to start saving in a 401k…
September 20, 2018
Tech Tool Provides Instant Answers to 401(k) Plan Questions
What better way to find out what 401(k) plan sponsors want out of fintech than to ask? Principal…
September 18, 2018
‘Super Savers’ Laugh All the Way to Retirement Security
Overachievers, don’tcha just hate ‘em? They exist in all arenas, and the 401k space is no different. Termed…
August 24, 2018
New 401k Tool to Target Small- and Medium-Sized Businesses
The small market means big business for 401k advisors, and a new platform hopes to capitalize on the…
June 27, 2018
Massive Savings From E-Delivery Update to 401k Disclosure
A change in the default from paper to electronic delivery of key 401k disclosure documents could “save American…
June 20, 2018