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News Room: The Principal Research Center

As a global leader in offering a wide range of financial products and services, the Principal Financial Group continuously tracks trends that may affect employers, individuals and institutional investors. Click on the links below to access Principal Financial Group primary research, current newsletters, commentaries and timely studies. New information is added regularly. For more information, please contact Media Relations.

Retirement Savings & Retirement Plan Related Research


Retirement Income Strategies


  • Wellness=Retirement Savings (PDF: 297 KB): Learn more about the connection between health and wealth when it comes to helping employees save for retirement.

Investments, Market Conditions & Fiduciary Responsibilities


Government Rules & Regulations


Retirement Plan Trends


Employee Benefits Related Research


  • Business Owner Market Study How Priorities Align with Practices (PDF: 195 KB): Find out how business owners are prioritizing as we emerge slowly from the economic recession – particularly when trying to balance the needs of their businesses with their own retirement and personal financial goals. The study, which surveys small to medium sized business owners with 2-500 employees, is released by the Principal Financial Group and conducted by Harris Interactive®.
  • The Principal Financial Well-Being IndexSM: a quarterly study to identify trends in consumer financial well-being, retirement planning, employee benefits, and workplace trends.
  • Best Practices in Employee Benefits: A guide to best practices in employee benefits from The Principal 10 Best Companies for Employee Financial Security.
  • The Principal Global Financial Well-Being StudySM: Conducted by Roper ASW in 2003-2004 and compared retirement confidence, organized saving, employee benefit coverage and benefit programs among employees in 12 countries: India, Japan, Hong Kong, China, Brazil, Chile, Mexico, Great Britain, France, Germany, Italy and the United States. View past results:

Economy Related Research


  • The Knowledge Center: a collection of timely newsletters and research reports published by Principal Global Investors. Learn more about the impact of economic, political and investment trends on stocks, bonds and real estate investments.

Have a question? Call us at 1.800.986.3343

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