Principal Financial Group

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  1. Articles

    Life insurers show their hands with new VA filings

    … benefit]; you can take it sooner. It's more of a win-win.” In another first quarter development, The Principal Financial Group filed an exchange offer with the SEC to kick in on Dec. 31, 2013 — making it available on Jan. 20 of this …

  2. Articles

    Principal CEO scoffs at private equity in 401(k)s

    … Private equity funds are probably too complicated for the average investor's retirement account, according to Principal Financial Group Inc., which provides the plans to 3.8 million people. “When people start talking about ETFs and liquid alts …

  1. Articles

    How Warren E. Buffett's top book purchase could guide an adviser to beat the market

    … University of Wisconsin-Milwaukee before being hired to buy international stocks for an Iowa insurer that became Principal Financial Group Inc., recalled how clearly Mr. Graham's message resonated. Rather than play the markets, the book …

  2. Articles

    Financial literacy begins at the office

    … plain and simple,” said Jerry Patterson, senior vice president of retirement income strategy at The Principal Financial Group , a major provider of workplace savings plans. To elevate the success of any retirement plan, Mr. Patterson …

  3. Articles

    Survey says ... Our many moods about money

    … to carry more than $100 in cash. 3. Surveys ignore the biggest retirement roadblocks A study sponsored by Principal Financial Group asked financial advisers what holds back workers from adequately preparing for retirement. The most commonly mentioned …

  4. Articles

    Beyond the automatic 401(K)

    … report, “A 360-Degree Approach to Preparing for Retirement.” The report, a collaborative effort by the Principal Financial Group and Create-Research, also stresses how financial advisers can play a critical role at both the plan and …

  5. Articles

    Passive investing gets some action in target date funds

    … 33% to index funds, up from 22% in 2011, according to Morningstar. ING U.S. Investment Management and Principal Financial Group both increased their passive exposure by around 5 percentage points, to 15% and 16% of assets, respectively …

  6. Articles

    Passive investing movement hits target date funds

    … to index funds, up from 22% in 2011, according to Morningstar. ING U.S. Investment Management and the Principal Financial Group Inc. both increased their passive exposure by around 5% to 15% and 16% of assets, respectively. “The …

  7. Articles

    People

    … iana, Mississippi and northern Flo-rida. Previously, he was the senior retirement sales representative for Principal Financial Group of Des Moines, Iowa. Louis Sammartino, 44, who is based in Westfield, N.J., is responsible for developing …

  8. Articles

    American Funds revs up its 401(k) business

    … small- to midsize-plan market, American Funds is up against established insurance companies, such as The Principal Financial Group Inc., John Hancock Financial Services Inc. and MassMutual Life Insurance Co., which has bolstered its firepower …

  9. Articles

    Stable-value-fund fee data elusive despite DOL regs

    … offer guaranteed-return products for 401(k)s have come up with different ways to share cost information. Principal Financial Group Inc.'s disclosure documents show the investment expense tied to guaranteed-rate products, including costs …

  10. Articles

    High-priced spread: Consultant questions insurers' take from stable-value funds - InvestmentNews

    … not immediately returned. Aaron Friedman, assistant vice president, retirement and investor services at The Principal Financial Group , noted that stable value funds that provide guaranteed returns are treated differently in the 401(k) disclosure …

  11. Articles

    MetLife to run money for institutional investors

    … s expansion may in-crease competition with life insurers, including No. 2 Prudential Financial Inc. and Principal Financial Group Inc. Prudential Investment Management has about $650 billion under management, with funds in commercial real …

  12. Articles

    Pay-to-play rule hampers efforts of adviser organization PACs

    … Carolina's 9th Congressional District. “It overreached,” Mr. Barry, a regional vice president with Principal Financial Group Inc., said of the pay-to-play rule. “It limits free speech,” he said. “It would have been easier to …

  13. Articles

    ESOPs may help business owner clients retire

    … t usually consider setting up an employee stock ownership plan when they are preparing to retire, but The Principal Financial Group thinks that they will once financial advisers explain the tax benefits. “ESOPs can help a business owner get …