Principal Financial Group
Retirement, Investments, and Insurance.
Overview
Principal Financial Group is a global financial investment management and insurance company that provides a wide array of retirement solutions for businesses. Their offerings include 401(k) and 403(b) plans, defined contribution plans, and services for various business sizes and types, including for-profit, tax-exempt, and government entities. Principal emphasizes a technology-driven approach to financial literacy and employee engagement.
✨ Key Features
- 401(k) and 403(b) plan administration
- Defined contribution plan services
- Pooled Employer Plans (PEPs)
- Services for for-profit, tax-exempt, and government entities
- Third-Party Administrator (TPA) service arrangements
- Employee financial wellness program
- Investment advisory services
- Plan design and compliance support
🎯 Key Differentiators
- Integrated financial services including insurance and investments.
- Focus on financial wellness and employee education.
- Global presence and experience.
Unique Value: Principal offers a holistic approach to financial well-being, combining retirement planning with insurance and investment solutions to provide comprehensive financial security for employees.
🎯 Use Cases (3)
🏆 Alternatives
Unlike providers that focus solely on retirement, Principal's integrated model allows for a more comprehensive financial planning experience for employees.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
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