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Retirement Plan Trends

Investments, Market Conditions & Fiduciary Responsibilities

  • Implications for Changing Investment Managers
    While sometimes necessary, manager turnover is an expensive, serious proposition. However, there are specific actions you can take to help reduce manager turnover. This paper discusses considerations for each potential course of action when you are faced with an underperforming manager.
  • Manager Selection - The Importance of Qualitative Analysis
    Chasing investment performance alone can result in below-average performance and above-average product turnover. This paper outlines key considerations for qualitative analysis and provides examples of evaluation criteria in four key categories: Organization, firm resources, people, and investment philosophy and process.
  • Weighing Rebalancing Options
    Rebalancing can play a key role in contributing to an effective portfolio management process and is an integral part of managing a retirement plan. Learn about several factors to consider when choosing an appropriate rebalancing policy.
  • Investment Committee Best Practices (PDF: 246 KB)
    It is no surprise that fiduciaries charged with the oversight of the investment options in retirement plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) have an exacting responsibility for overseeing the retirement funds held in the plans they serve. This is, however, one of those rare areas where new information from the regulators might be welcome.
  • More Research & White Papers



     

    For more information about Principal Funds, please see the Principal Funds, Inc. prospectus or call Customer Service at 1.800.222.5852.

    Investment options are subject to investment risk. Shares or unit values will fluctuate and investments, when redeemed, may be worth more or less than their original cost. This does not apply, however, to the guaranteed portions of group annuity contracts issued by Principal Life that constitute guaranteed benefit policies as defined in ERISA §401(b)(2)(B).

    Insurance products issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Plan administrative services offered through Principal Life. Securities offered through Princor Financial Services Corp. 800.247.1737, member SIPC and/or independent broker dealers. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Principal National, Principal Life, Princor® and Principal Funds Distributor are members of the Principal Financial Group®, Des Moines, IA 50392.

    Investment advisory services offered by the affiliates and specialized investment groups of Principal Global Investors, the asset management arm of the Principal Financial Group.

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