On-demand webinars for consultants and financial professionals

How another Trump term could impact retirement policy

Hear Principal^® policy specialists Christopher D. Payne and Lance Schoening discuss how the results of the 2024 elections could impact retirement plans. Key topics include:.

• Looking back: The first Trump term's impact on retirement plans
• Extending tax cuts and finding revenue to pay for them
• Retirement legislation, fiduciary regulations, and ESG investments
• Anticipating SECURE 3.0 and looking ahead

Get the slide presentation

PQ13967D | 4091002-122024 | 12/2024

Economic outlook webinar: 4Q 2024 Global Market Perspectives

From Federal Reserve policy to U.S. presidential elections, important factors impacting markets are becoming more certain. View the replay of Chief Global Strategist, Seema Shah, as she explores key themes shaping portfolios for the remainder of the year.

Get the slide presentation

PQ13928M | 3852671-092024 | 10/2024

Practical ways to structure auto features to work best for retirement plans

How can employers help?

Economic outlook webinar: What changing market dynamics could mean for Q3.

Listen as Seema Shah, Chief Global Strategist for Principal Asset Management^SM, shares an analysis of key trends that will likely drive the U.S. economy in Q3. In this webinar she’ll discuss:

• The U.S. economic moderation,
• recent Federal Reserve policy, and
• current market outlook & risks.

Get the slide presentation

The views and opinions expressed are for informational and educational purposes only as of the date noted and should not be considered investment advice. No forecast based on the opinions expressed can be guaranteed and may be subject to change without notice. No investment strategy, such as diversification, can guarantee profit or protect against loss.

Principal Asset Management^SM is a trade name of Principal Global Investors, LLC. Principal Global Investors^® leads global asset management. Insurance products and plan administrative services provided through Principal Life Insurance Company^®. Referenced companies are members of the Principal Financial Group^®, Des Moines, IA 50392.

Principal^®, Principal Financial Group^®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

PQ13863H | 3663211-072024 | 07/2024

Economic outlook webinar: What changing market dynamics could mean for 2024.

Listen as Teresa Hassara kicks off the first in a series of economic webinars. Seema Shah, Chief Global Strategist at Principal Asset Management^SM, shares an analysis of key trends that will likely drive the U.S. economy this year, including:

• Economic growth –can it be sustained?
• Inflation, deflation, and everything in between.
• Interest rates –are they up, down or sideways?
• How equity markets and fixed income should perform this year.

Get the slide presentation

Principal Asset Management^SM is a trade name of Principal Global Investors, LLC. Principal Global Investors^® leads global asset management.

PQ13727K | 3375813-022024 | 01/2024

Future of retirement: Disruptors and solutions that could transform the industry

Principal^® recently conducted a survey of financial professionals and plan sponsors to gather their thoughts on the direction they believe the retirement industry is going. Join us as we discuss this survey in greater detail, including:

• Disruptors that could be transformative for retirement savers and plans
• How some provisions from SECURE 2.0 Act of 2022 seek to address these key issues
• The steps Principal is taking to help shape the future of retirement

Get the slide presentation

SECURE 2.0: A little something for everyone

After much anticipation, the SECURE 2.0 Act of 2022 has become law. While the wide range of provisions will take time to operationalize, Principal^® shares:

• New requirements for certain retirement plans and IRAs
• New features available to retirement plans and IRAs
• Provisions that are effective now

And for some of the provisions, we’ll also explain how Principal plans to implement them and what this means for you.

SECURE 2.0 Act of 2022: An overview of retirement-related provisions

PQ13412N | © 2023 Principal Financial Services, Inc. | 2667503-012023 | 01/2023

Enhanced plan design—for the win

Understanding how to better position retirement services can help your clients manage their workforce and improve their bottom line. Please listen as we discuss this in greater detail, including:

• The current landscape.
• How you can maximize value for you, your client, and their employees.
• What’s possible and why does it matter?

Get the slide presentation

Pension risk management—our patent-pending technology and innovative approach

Principal^® recently introduced a patent-pending technology and innovative approach to help employers seeking to reduce and/or eliminate pension risk. Watch as we discuss this in greater detail, including:

• Strategies for managing risk in the current market.
• Daily real-time pricing in the pension risk transfer market.^*
• Learning how your role as a consultant is critical to this new approach.
• Demonstrating how this new patent-pending technology provides you and your clients with transparency, flexibility, and control in managing pension risk.^*

^* Our patent pending technology relates, in part, to the technology to provide incremental daily Pension Risk Transfer (PRT) pricing. Plan sponsors are still responsible for the due diligence of related PRT pricing and acting on applicable quoted pricing.