The Principal Enhances Services for Advisers
Financial professionals can choose the services they want to deliver and the services they want The Principal to take the lead on, including: participant education; local service support and annual plan and investment reviews; the choice of a bundled service model or working with a local third-party administrator, and investment flexibility.
The Principal also said financial professionals also have access to: service and education professionals dedicated to helping financial professionals grow and manage business; more than 70 non-branded business development tools; and The Retirement Dashboard, a central location on The Principal Web site for managing client information.
« Participant Actions (or Lack Thereof) Helped Mitigate Downturn's Damage