Trends & Insights for Financial Professionals

Know the trends. Get insight. Understand and apply best practices.

Featured Thought Capital

Top 10 Questions & Answers to Changes to Section 408(b)(2) of ERISA
Changes to the 408(b)(2) ERISA rules regarding service provider compensation reporting and disclosure have sparked a growing interest in the amount and reasonableness of compensation plans are paying to service providers, including financial professionals. Get tips to help show your clients the value of the important services you provide.
Latest Best Practices in Employee Benefits (PDF: 565 KB)
A presentation for business clients featuring lessons learned from the 2012 winners of The Principal 10 Best Companies for Employee Financial Security.
How Priorities Align with Practices
Small business owners identify business protection as their No. 1 goal, so why do only 36 percent of them have adequate coverage in place to support their objectives?

#AdvisorTalk is a series of LIVE Twitter conversations for financial professionals hosted by The Principal. Learn more

Next Conversation

Best Practices - Sales Prospecting
May 22, 3:00–4:00 (CT)

Featured Blogs

Economic Insights Blog

Read posts from Robin Anderson, economist at Principal Global Investors and Jim McCaughan, chief executive of Principal Global Investors.

Employee Stock Ownership Plan (ESOP) Blog

Gain insight from Jerry Ripperger, Director-Consulting at the Principal Financial Group, who will be writing about ESOPs several times a month.

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.

t120214007m