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The first target date analyzer with the Fi360 Fiduciary Score

04/09/2019

The first target date analyzer to incorporate the Fi360 Fiduciary Score® is here and ready for you to use. That’s right! We’ve worked with Fi360 to give you access to an analyzer tool that uses target date information along with their unique investment rating system. Now, when you run a report on the Principal® target date analyzer to compare target date funds, you’ll see the Fi360 Fiduciary Score. Nice!

Simple and easy to read

We’re delivering a way to select and monitor target date funds with even more transparency and objectivity. When you run a report, you can’t help but see the color-coded scores that Fi360 is known for using. They’re easy to read and simple to understand; providing you with an unbiased way to service your clients when it comes to target date funds.

Other enhancements

And we didn’t stop with the Fi360 Fiduciary Score®. We’ve also made other improvements to our target date analyzer. You’ll find new chart designs, improved color schemes and an overall better user experience.

Run a target date analyzer report today

You need tools that save you time and effort and help you meet your client’s fiduciary requirements. Principal is here to help with our newly enhanced target date analyzer. Run a report, today, and experience the difference.

Already have a Principal login? Run a report now.

Don’t have a Principal login? First create an account, then run your report.

For illustrative purposes only.

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.

“Fi360” and “Fi360 Fiduciary Score” are registered trademarks of Fi360, Inc. The Fi360 Fiduciary Score and data are copyright © 2019 Fi360, Inc. All Rights Reserved. Data source is © 2019 Morningstar, Inc. All Rights Reserved. The information contained herein is reprinted with permission of Fi360, Inc. The information (1) is proprietary to Fi360, and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Fi360 nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Fi360 is not an affiliate of any company of the Principal Financial Group.

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, IA 50392.

For financial professional use only.

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