What percentage of Principal assets under management is with Alliance firms?
A) 62% B) 56%
C) 34% D) 47%
A) DB B) DC
C) ESOP D) NQ
E) All the above
What percentage of Principal assets under management is due to our retirement operations?
Save for retirement on pre-tax basis; save for pre-retirement needs on pre-tax basis; save above qualified plan limits
[1] No. 1 for number of total defined benefit clients, PLANSPONSOR DB Administration survey, May 2017; A leading service provider of defined contribution plans, based on number of recordkeeping plans, PLANSPONSOR Recordkeeping Survey, June 2017; No. 1 recordkeeper of employee stock ownership plans, based on number of plans, PLANSPONSOR Recordkeeping Survey, June 2017; No. 1 service provider of nonqualified deferred compensation plans, based on total number of NQDC plans, PLANSPONSOR Recordkeeping Survey, June 2017.
[2] Retirement Readiness/Financial Wellness Participant Survey, Principal, January 2017.
[3] Sample notations and materials are for illustrative purposes only and do not represent the final product. They are the property of Principal®. All rights reserved. No part of the content may be reproduced or used in any form.
[4] PSCA 403(b) Plan Survey, July 2017.
For financial professional/institutional use only. Not for distribution to the public.
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800.547.7754, member SIPC and/or independent broker-dealers. Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392.
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