Trends & Insights for Financial Professionals
Get the research. Know the trends. Understand and apply best practices.
Get insight from the Principal Financial Group®, a global investment management company, on how to apply the latest research, trends and best practices to help you build client relationships and build your business.
Thought Capital
- Income Distribution: Comparing a Bucket Strategy and a Systematic Withdrawal Strategy (PDF: 915 KB): Review the economic and psychological benefits of two income distribution strategies to understand why a financial professional may propose one or the other for each of their clients.
- Investment Committee Best Practices (PDF: 246 KB): Help your clients set up an effective investment committee that can help them manage their fiduciary obligations.
- Boosting profitability in the small retirement plan market (PDF: 371 KB): Find out why the current environment provides a unique opportunity for you to pursue the small business retirement plan market.
- Our View on Retirement Readiness: How to Move from a "Popular" Plan to a Successful Plan (PDF: 445 KB): Learn how to offer a more comprehensive measure of retirement readiness plus specific ways you can move the savings needle through affordable plan design changes.
Trends
- Retirement Plan Trends Report: Provides insight into current trends in the retirement industry and their potential impact on retirement plan sponsors and their participants.
Economic Commentary
- Weekly Economic Commentary (PDF): Get context and perspective on events impacting the economy and what it might mean for you. Written by Bob Baur, Chief Global Economist at Principal Global Investors and the Principal Global Investors Economic Committee.
Legislative & Regulatory Updates
- Latest Retirement Plan Legislation & Regulations
- Disclosure Regulations: Information to help you understand disclosure regulations and the impacts to you and your plan sponsor clients.

