Principal Financial Group

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  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.

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  Americans Physically, Not Fiscally Fit

  By Danielle Andrus, AdvisorOne  |  June 13, 2012

  Americans feel they’re in good shape physically but don't have them same confidence about their financial health.

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  Advisors Wanted: 403(b) Plans Need ‘Modernizing’

  By Gil Weinreich, AdvisorOne  |  May 22, 2012

  Aaron Friedman of Principal Financial says that in areas like investment options, investment policy statements and participant education, advisors have a role to play in “modernizing” 403(b) plans.

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  Weighing Buckets vs. Systematic Withdrawals for Retirees

  By Gil Weinreich, AdvisorOne  |  February 10, 2012

  One of the key strategic decisions advisors who work with retiring clients face is whether to use systematic withdrawals or the “bucket” approach to serve retirement investors. An analysis reveals that one approach is psychologically more satisfying while the other offers superior financial results.

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  Big Opportunity in Small 403(b) Plans

  By Gil Weinreich, AdvisorOne  |  December 14, 2011

  Aaron Friedman, national nonprofit practice leader for the Principal Financial Group, says it is the smaller plans that have not refined their investment lineups or matched the level of participant education where advisors can add the most value.

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  Deficit Tax Proposals Would Radically Change 401(k)s: EBRI

  By Jane Wollman Rusoff  |  November 11, 2011

  If enacted, two major tax-reform proposals aimed at shrinking the federal deficit would reduce 401(k) plan contributions and likely send retirement account balances tumbling, according to the nonpartisan EBRI.

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  The Great Retirement Rethink

  By Ellen Uzelac  |  October 26, 2011

  Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...

• Retired Baby Boomers Are Growing Revenue Source for Plan Advisors

  By Michael S. Fischer  |  September 30, 2011

  Retirement income planning as a source of revenue is on the radar of a large number of financial professionals, according to a new study sponsored by the Principal Financial Group.

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  New Hire Roundup: Kiley to Lead Security Benefit; SNR Denton Welcomes Samlin; Edelman Recruits Bottazzi

  By Marlene Y. Satter, AdvisorOne  |  August 11, 2011

  This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.

• Workers’ Retirement Confidence Sinks to All-Time Low

  By John Sullivan, AdvisorOne  |  March 16, 2011

  Survey underscores need to save and plan for new retirement realities.