Our Businesses

The Principal Financial Group strategy of Investment Management Plus helps growing businesses, individuals and institutional clients build long-term savings, invest for growth and protect their assets.

Operating Earnings

Total company: $947.8 million*
Retirement & Investor Services: 61%
As of 12/31/12

Operating earnings for RIS is 61%

*After-tax. Results exclude Corporate.

Retirement & Investor Services

Strategy

Long-term savings, investing, and retirement income solutions for growing U.S. businesses and individuals – from hire through retire.

Lines of Business

Accumulation
- Full Service Accumulation
- Mutual Funds
- Individual Annuities
- Bank and Trust
Guaranteed
- Investment only
- Payout

Industry Leadership

#1 Defined Benefit provider^[1] (by # of DB clients)
#3 Defined contribution plan recordkeeper^[2] (by # of plans)
#1 Employee Stock Ownership Plan recordkeeper^[2] (by # of plans & assets)
#2 Deferred Compensation provider^[3] (by # of clients)
#5 largest lifecycle fund manager^[4]

Additional Information

^[1]: PLAN SPONSOR magazine, DB Administration Survey (04/12)
^[2]: PLAN SPONSOR magazine, Recordkeeping Survey (06/12)
^[3]: PLAN SPONSOR magazine, Deferred Compensation Buyer's Guide (12/12)
^[4]: Based on $31.7B in assets, FRC 9/30/12 Lifecycle Report