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Investment Choices

Selecting investment options for a retirement plan is one of the most important tasks of a plan fiduciary. Principal® makes available a comprehensive and extensive set of choices. This flexibility can help you and your client build an investment lineup that meets the needs of the plan and its participants.

When you work with us, you benefit from our outcome-based retirement investment expertise through:

  • Access to institutional-quality sub-advised investment options based on our global investment management expertise.1
  • Streamlined investment choices for participants, thanks to our asset allocation expertise.
  • Recognized retirement leadership backing a retirement-focused investment platform.2

1Sub-advisors for Principal investment options are selected using our proprietary due diligence process that provides a rigorous and disciplined framework for identifying, hiring and retaining premier investment managers within each asset class and investment style. It is characterized by the comprehensive and continuous review of all investment managers based on our specific investment guidelines.

2Based on rankings for: Defined Contribution: Based on number of recordkeeping plans, PLANSPONSOR Recordkeeping Survy, June 2016 with 51,262 plans; Defined Benefit: Among leading service providers of defined benefit plans as of Dec. 31, 2016, PLANSPONSOR DB Administration Survey, May 2017; Nonqualified: Among leading service providers of nonqualified deferred compensation plans as of Dec. 312016, PLANSPONSOR Recordkeeping Survey, June 2017; ESOP: Provide services to over one-third of the nations top 100 majority owned companies (38), The Employee Ownership 100, National Center for Employee Ownership (NCEO)

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