1 PLANSPONSOR DB Administration Survey, May 2017.
2 Based on single premium product sales. LIMRA, 2016.
3 Principal Financial Advisors, Inc. is a registered investment adviser and member company of the Principal Financial Group®. Asset Allocation strategies are developed using Separate Accounts available through a group annuity contract of Principal Life Insurance Company.
4 When Principal Financial Advisors is appointed as the plan's ERISA Section 3(38) investment manager.
5 The term “manager” or “investment manager” may also refer to an investment advisor or sub-advisor of an underlying mutual fund.
No investment strategy, such as diversification or asset allocation, can guarantee a profit or protect against loss in periods of declining value
Investing involves risk, including possible loss of principal.
Asset allocation and diversification does not ensure a profit or protect against a loss. Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options. Fixed-income investments are subject to interest rate risk; as interest rates rise their value will decline.
Principal Financial Advisors, Inc. is a registered investment adviser and member of Principal Global Investors. Principal Global Investors leads global asset management and is a member of the Principal Financial Group®.
Asset allocation strategies are developed using Separate Accounts available through a group annuity contract of Principal Life Insurance Company.
Insurance products and plan administrative services provided through Principal Life Insurance Co. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392. Certain investment options and contract riders may not be available in all states or U.S. commonwealths. Separate Accounts are available through a group annuity contract with Principal Life Insurance Company. See the group annuity contract for the full name of the Separate Account. Principal Life Insurance Company reserves the right to defer payments or transfers from Principal Life Separate Accounts as permitted by the group annuity contracts providing access to the Separate Accounts or as required by applicable law. Such deferment will be based on factors that may include situations such as: unstable or disorderly financial markets; investment conditions which do not allow for orderly investment transactions; or investment, liquidity and other risks inherent in real estate (such as those associated with general and local economic conditions). If you elect to allocate funds to a Separate Account, you may not be able to immediately withdraw them.