About the Principal Financial Group

Founded in 1879 as an insurance company, the Principal Financial Group® is a global investment management leader. Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies. A member of the FORTUNE 500®, the Principal Financial Group has $547.7 billion in assets under management and serves some 19.2 million customers worldwide from offices in 18 countries throughout Asia, Australia, Europe, Latin America and North America. The Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG.2


Global Asset Management

Principal Global Investors, a diversified asset management organization and a member of the Principal Financial Group®., manages assets primarily for retirement plans and other institutional clients. Our investment capabilities encompass an extensive range of equity, fixed income and real estate investments as well as specialized overlay and advisory services. Visit www.principalglobal.com for more information.


Retirement & Investments

We’ve received over 90 Best in Class designations over the past 10 years from PLANSPONSOR magazine’s Defined Contribution Services Survey.3

Principal offers a wide range of workplace retirement plans and programs including 401(k), 403(b), defined benefit plans, Employer Stock Ownership Plans (ESOP), nonqualified deferred compensation plans, group annuities, individual 401(k)s, SIMPLE & SEP IRAs for non-profit, government, union and for-profit organizations of all sizes.

Principal offers investment opportunities for individuals as well, including mutual funds, annuities, rollover IRAs, traditional and Roth IRAs, as well as retirement planning and investment tools and education for savers in all life stages.



As a premier provider of employee benefits, the Principal Financial Group®. offers group disability, life, vision and dental insurance to growing companies across the United States.

Principal also offers life and disability insurance for estate planning, business continuation, executive benefits and financial planning for business owners, senior executives and key employees.


Principal Trust CompanySM

Chartered in 1899, Principal Trust Company, a trade name of Delaware Charter Guarantee & Trust Company, is Delaware's oldest non-depository trust company and ranks among the largest in the nation. In 1986, we became a member company of The Principal Financial Group®.

Principal Trust is a premier provider of comprehensive trust and administrative solutions for employee benefit plans and individual tax-advantaged accounts. We provide trust services for almost 250,000 accounts with assets under administration in excess of $150 billion.







1. “The Principal Financial Group” and “The Principal” are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

2. As of March 31, 2016. For the latest and additional information, visit www.principal.com.

3. PLANSPONSOR 2006-2015 Defined Contribution Services Survey – Best in Class awards (14 - 2015; 19 - 2014; 13 - 2013; 3 - 2012; 6 - 2011; 10 - 2010; 1 - 2009;     14 - 2008; 3 - 2007; 11 - 2006)