Key Business Tools
Want to share retirement plan fees equally among participants? You’ve got options.
Learn more about your fee levelization options.
Notice for advisors doing IDI business in New Mexico
New Mexico advertising regulations require that all IDI advertising/marketing materials be pre-approved before the materials can be used with residents
Now available: Online Benefit Update application
Principal® can help with a new online application for Individual Disability Insurance (IDI) Benefit Update (BU) opportunities.
California - New Electronic Consent Disclosure for Life Insurance
On July 9th, we are introducing a new Electronic Consent Disclosure, form DD9229, for use in the state of California..
TeleApp changes are improving our service to you and your IDI clients
TeleApp guides your client through insurability questions over the phone to help finalize their Individual Disability Insurance (IDI) application.
Global market reaction to the Brexit decision
Global markets don’t like uncertainty. The unexpected—and unprecedented—Brexit outcome is causing market volatility, which will likely affect everyone.
The Principal Blog®
Investment management insights and commentary
Since 1974, ERISA has dictated that the normal retirement date (NRD) for single employer defined benefit (DB) plans be no later than age 65. (I don’t want to say this rule is old, but the original draft defined it as “Age LXV”.) Back then, much more focus was placed on early retirement rules; not much
The great American humorist, novelist, and lecturer Samuel Langhorne Clemens — better known by his pen name Mark Twain — once responded to an erroneous newspaper report about his demise with the often misquoted quote, “The report of my death was an exaggeration.” I guess what I’m really trying to tell you is don’t always
On June 23, voters in the United Kingdom (UK) voted to withdraw from the European Union (EU), the outcome was 51.9% to 48.1% to exit the EU. Global capital markets felt the repercussions almost immediately. Global equity markets declined for a few days after the vote before the dust settled and investors scrambled for safety