The Principal Financial Group is a global financial investment management leader headquartered in Des Moines, Iowa.

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Principal Financial Group
Principal Financial Group
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Principal Financial Group
Principal Financial Group
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  • As our team travels the country, we often run into unique circumstances that lead us to strategies we believe will help our customers. Whether it’s an unexpected tax law change or life event, the beginning of 2018 reminds us of the old axiom, “the only constant in life is change.” Like many Americans, you’re probably[…]

Principal Financial Group
Principal Financial Group
YouTube Video
Principal Financial Group
Principal Financial Group
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  • Recent market moves have undoubtedly shaken investors. Equally, however, they have reinvigorated bystanders – the investors standing on the sidelines waiting for buying opportunities. If I had to pick a side, I’d go with the latter. After all, the sell-off has not changed my views on positive fundamentals, but it has made risk asset valuations[…]

Principal Financial Group
Principal Financial Group
Blog Post
Principal Financial Group
Principal Financial Group
Blog Post
  • I’m regularly asked where are the biggest opportunities in the tax-exempt sector. My answer is the biggest opportunity for change right now lies in one key segment of the 403(b) market:  private higher education.  There is a huge opportunity for higher educational institutions to modernize their plans by engaging qualified financial professionals It’s A Matter of Perspective[…]

Principal Financial Group
Principal Financial Group
Blog Post
  • It’s no secret, many retirement plans use revenue sharing from the plan’s investment options to cover necessary fees, such as administrative costs. But, it often means 401(k) plan participants pay unequal proportions of those fees. Fee levelization — or fee equalization — helps business owners (e.g., those with a retirement plan) split administrative fees equally[…]

Principal Financial Group
Principal Financial Group
YouTube Video
Principal Financial Group
Principal Financial Group
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  • Happy 401(k) investors across the U.S. know that the stock market bull had quite a run in 2017. Sure, investment professionals can argue subtle points around the relative strength of growth vs. value, small vs. large cap, or emerging market potential, but it honestly didn’t take a lot of skill to generate returns in the[…]

Principal Financial Group
Principal Financial Group
Blog Post
  • Any time there’s major tax reform, there are major questions on how it will affect certain strategies—and individuals. One strategy impacted by the most recent tax reform was the ability to do a Roth IRA “recharacterization.” Most of the confusion lies with the terminology being used when discussing the Roth conversion strategy. First, let’s make[…]

Principal Financial Group
Principal Financial Group
Blog Post
  • On December 31st I was in Cancun, Mexico where the high temperature that day was 82 degrees. I flew home on New Year’s Day to Des Moines, Iowa where the low was -18 degrees. Yep, a 100-degree swing in under 24 hours. Talk about a rude introduction to 2018. Similarly, many business owners have an[…]

Principal Financial Group
Principal Financial Group
Blog Post
  • Entering 2018, we believe a key theme will be investors’ search for quality …in assets and in strategies. For the past decade, a combination of monetary stimulus and slower global growth has depleted the pool of, but not the demand for, high quality assets.  Despite the low and even negative yields, investors have been reluctant[…]

Principal Financial Group
Principal Financial Group
Blog Post
Principal Financial Group
Principal Financial Group
Blog Post
  • We know retirement plan sponsors have many reasons to consider levelizing or equalizing 401k plan administrative fees. One of the most important is it can help enhance their fiduciary responsibility. But here’s the problem – it’s not on the radar for some plan sponsors. Many advisors tell us even when plan sponsors know about fee[…]

Principal Financial Group
Principal Financial Group
YouTube Video
  • A culture of inclusivity isn’t just something we say, it’s lived out daily at Principal. Our success depends on bringing together people with unique experiences, diverse backgrounds and talents. Hear Michael share his take on our culture and support given to employees to make an impact -- no matter what role you’re in.

Principal Financial Group
Principal Financial Group
Blog Post
  • Happy New Year from the Principal Advanced Retirement Team. The beginning of the year presents a fantastic opportunity to start fresh. It’s also a great time to look at your financial situation and find opportunities. Here are few things to consider based upon the tax code in your 2018 planning: Public charitable contributions limits expanded.[…]

Principal Financial Group
Principal Financial Group
Blog Post

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