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The views and opinions expressed in this presentation are those of Ilene Ferenczy and Alison Cohen from Ferenczy Benefits Law Center and should not be considered those of the Principal Financial Group®. Ilene Ferenczy, Alison Cohen, Ferenczy Benefits Law Center, NIPA and ASPPA are not affiliates of any company of the Principal Financial Group. You should consult with appropriate legal counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment, or accounting obligations and requirements.
Simply Retirement by Principal® 401(k) plan recordkeeping, and administrative services are provided through Decimal, Inc. dba Ubiquity Retirement + Savings (“Ubiquity”). Ubiquity is not affiliated with any plan and investment administrative services provided through Principal Life Insurance Company® or affiliated with any company of the Principal Financial Group®. Principal makes available the Separate Accounts and collective investment trusts for customers to select them through Simply Retirement by Principal. All other services and mutual funds are provided by service providers not affiliated with any company of the Principal Financial Group. Refer to related documents and agreements for more details on plan services available.