Investment Services for Money Purchase Plans
For Non-Profit Organizations
Our investment strategy is backed by over a century of financial expertise. You'll find everything you need to create a professionally-managed, diversified portfolio.
Competitive investment options. You'll get flexibility with access to both Principal Financial Group® accounts and additional investment options, including dozens of brand-name mutual funds.
Competitive fees. Lower fees mean greater opportunity for return. Paying less in fees may be one way for your plan participants to save more for retirement.
Experienced professionals. Our leadership averages 25 years with the Principal Financial Group®. This continuity of personnel provides you with a thorough understanding of our investment philosophy, goals and strategies.
Strong performance. Our investment strategies are designed to produce superior long-term results. Plus, our low fees mean greater opportunity for returns.
Asset allocation assistance. We have all the tools your participants need for successful asset allocation.
Investor Profile Quiz. Found on our Internet site and employee enrollment kits, this quiz helps employees determine their risk tolerance on a scale of 1 to 5.
Detailed Investment Information. We provide detailed information on a plan's investment options via the Internet, our voice response system and enrollment materials in addition to participant and plan sponsor statements.
Please contact us for more information at 1.800.243.4896.
