Principal Enhances Retirement Business-Building Resources

The Principal Financial Group has enhanced its resources, education and training for financial professionals.
 

The value-add program includes more than 60 non-branded tools and resources in three main categories:

•  Practice management: tools for retirement plan assessment, analysis and measurement; compliance, governance, fiduciary and investment resources and a customizable client calendar with key dates.

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•   New business and prospecting: marketing strategies and resources for defining a value proposition, business development plans, prospecting materials and conversation guides.

•  Retirement plan business education: reference materials about retirement plan features and operations and continuing education seminars.

 

“While each retirement practice is unique, financial professionals face similar challenges and opportunities,” said Tim Minard, senior vice president of distribution, The Principal. “Based on 70 years of experience and extensive interviews with financial professionals across the country, we’ve streamlined and enhanced resources they’ve said they need most to help them build profitable businesses.”

Financial professionals can learn more by calling 1-800-952-3343.

LPL Financial Launches New Adviser Tools

LPL Financial Retirement Partners launched two new tools as part of its Retirement Partners tool suite for advisers.  

The Plan Health Check tool allows retirement plan advisers to track and report on a plan’s value and success attributes such as plan participation, deferral rates and average account balance. The Fee Comparison & Analysis Evaluation tool compares plan fees and design against an appropriate peer group, producing an easy-to-read report for plan sponsors.

LPL Financial partnered with Fiduciary Benchmarks Inc. to provide peer-level data for comparison purposes in both offerings.

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