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Principal® Receives National Recognition for Retirement Communication and Education

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Earns multiple STAR Awards across retirement and advisor categories

The Investment Management Education Alliance (IMEA) STAR Awards were recently announced and Principal Financial Group® brought home a win in eight major categories, including the prestigious Overall Retirement Communications award for the second year in a row.

As the industry’s premier way to honor communications and education efforts of investment management firms for over 20 years, The STAR Awards highlight marketing and communications talent and best practices. Several Principal® initiatives won across individual categories in the large asset level of $50B up to $150B of assets under management (AUM).

Overall Category:

Retirement category:

  • Crisis Communications – Global pandemic crisis communication.

  • Digital Education – Principal® app.

  • Experiential Education – Plan participant webinars.

  • Ongoing Education – Plan participant engagement campaign.

  • Thought Leadership – Super Savers research white paper.

  • Wild Card – Wells Fargo Institutional Retirement & Trust client brand awareness and retention.

Advisor category:

  • Analytics Driven Campaign – Data-driven advisor engagement with Principal RetireWireSM

"The STAR Awards recognition showcases the amazing talent at Principal," said Kevin Morris, chief marketing officer, Retirement and Income Solutions at Principal. "We’ll continue to elevate our game with investments in digital and product solutions, customer care, financial wellness and more. I am excited about what our team will accomplish for our customers and financial professionals moving forward."

Connecting customers and financial professionals with timely financial education and possible solutions is one of the top priorities at Principal. In the past year, the global financial services company has expanded Principal® Total Retirement Solutions, including the launch of Simply Retirement by Principal® 401k plans for small businesses and Principal® Equity Compensation Solutions, and continues to deliver timely resources to help individuals, businesses and financial professionals navigate COVID-19. The in-progress integration of the Wells Fargo Institutional Retirement & Trust business also supports increased investment in technology, resources and talent – as Principal works to help people save enough and have enough in retirement.

About Principal®

Principal helps people and companies around the world build, protect, and advance their financial well-being through retirement, insurance, and asset management solutions that fit their lives. Our employees are passionate about helping clients of all income and portfolio sizes achieve their goals—offering innovative ideas, investment expertise, and real-life solutions to make financial progress possible. To find out more, visit us at principal.com.

Principal Financial Group closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. The transition, transfer, and conversion of IRT business operations, employees, and clients will occur over the following 12-24 months. During the transition period, Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, will continue to operate and service the IRT business for the benefit of Principal®, including providing recordkeeping, trustee, and/or custody services.

Wells Fargo has not reviewed the content of the attached material and makes no judgment of its accuracy.

Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Co. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-247-1737, member SIPC and/or independent broker-dealers. Principal National, Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392.

Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.

© 2020 Principal Financial Services, Inc.

View source version on businesswire.com: https://www.businesswire.com/news/home/20201102005021/en/


Media Contact: Lonnetta Ragland, ragland.lonnetta@principal.com, 515-878-1504