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The Principal Broadens Services for Retirement Plan Fiduciaries

January 9, 2012—(Des Moines, Iowa) – As plan fiduciaries continue to seek help managing the risks and responsibilities of operating a retirement program, demand for fiduciary support and protection is only growing. To help financial professionals, third party administrators and their plan sponsor clients, the Principal Financial Group® announces the expansion of investment fiduciary support to soon include ERISA 3(21) and 3(38) fiduciary services provided by Wilshire Associates Incorporated (Wilshire®).

 Read the article at principal.com.

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Five Reasons to "Roll Over" Your Old Retirement Accounts

October 2011—Participating in more than one retirement plan? Aren't sure of your options?

 Read the article at principal.com

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Protecting Your Business Starts with Key Person Life Insurance

October 2011—Key person life insurance covers the life of an employee who is critical to the success and profitability of your business.These policies are a simple, efficient way to help protect your business.

The Challenge


Businesses can suffer from a key employee's or owner's death in several ways:
  • Skill and experience may be lost, particularly in companies without management depth.
  • Revenue may be disrupted as clients may delay or withhold business.
  • Creditors may exercise caution until they can assess the impact to the business.
  • Profits may be affected as expenses increase to hire and train a replacement.

The Solution


A key person life insurance policy from the Principal Financial Group® can address these needs by:
  • Providing funds necessary to address expenses at the death of a key employee
  • Allowing your business to efficiently pay for the costs associated with the loss
  • Permitting the uninterrupted continuation of your business
 Take Action with us

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