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A new plan fee benchmarking resource for you


To complement any fee benchmarking services you already provide, we’re expanding the resources we make available by reintroducing the 401(k) Averages Book. And we can personalize a report for your clients. Just reach out to your representative of Principal®.

It will join the Fiduciary Benchmark (FBi) fee benchmarking we make available to give you more resources to answer those hard questions. But, with two resources to consult—what do you use and when? Check out the differences: The 401(k) Averages Book is high level, easy-to-use, and has a summary total cost benchmark while the FBi is more in-depth and provides more detailed recordkeeping fees benchmarking.

Contact your Principal® representative to learn more and to get a 401(k) Book of Averages fee benchmarking report.

401(k) Averages Book and Fiduciary Benchmark are not an affiliate of any company of the Principal Financial Group.

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.

© 2019 Principal Financial Services, Inc.


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