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Investment Choices

Selecting investment options for a retirement plan is one of the most important tasks of a plan fiduciary. We make a comprehensive and extensive set of choices available and 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

1. Sub-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.

2. Based on rankings for: Defined Benefit: No. 1 for total number of DB plans, PLANSPONSOR DB Administration survey, May 2018; Nonqualified: No. 1 provider of nonqualified deferred compensation plans, total number of Section 409A plans and non-governmental 457 plans, PLANSPONSOR 2017 NQDC Recordkeeping Survey, June 2017.


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