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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.

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 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. 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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