Investment Services Available for Profit Sharing Plans
For Corporations or Private Companies with 25 or more employees
Our investment strategy is backed by over a century of financial expertise. You'll find what you need to create a professionally-managed, diversified portfolio.
Competitive investment options. You'll get flexibility with access to both the Principal Financial Group accounts and additional investment options, including dozens of well-known mutual funds.
Competitive fees. Lower fees may mean greater opportunity for return. Paying less in fees may be the best way for your plan participants to save for retirement.
Experienced professionals. Our leadership averages 25 years with the Principal Financial Group. This continuity of personnel provides you with the expertise to help you understand our investment philosophy, goals and strategies.
Strong performance. Our investment strategies are designed to enhance long-term results. Plus, our low fees may mean greater opportunity for returns.
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.
Principal Managed Account ProgramSM. This program will be available April 2005 for qualifying defined contribution plans.
Detailed Investment Information. We provide detailed information on a plan's investment options via the Internet, our interactive voice response system and enrollment materials in addition to participant and plan sponsor statements.
The investment advice provided through the Principal Managed Account Program is provided by Ibbotson Associates. Access to the advice and securities and advisory products are offered through Princor Financial Services Corporation, 800.774.6267, member SIPC. Princor is a member of the Principal Financial Group, Des Moines, Iowa, 50392.
