Principal Financial Group is offering additional 401(k) marketing resources for financial advisers, including advice on: creating an effective sales and service process, developing a value proposition that clearly illustrates the adviser's value to clients, building an adviser presentation, benchmarking a prospect's 401(k) program, using an RFP system and creating investment policy and employee education policy statements.

They will be offered exclusively to key distribution partners at wirehouses and independent broker/dealers through Principal's directors of business development (DBDs), who help advisers in third-party channels grow their business.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.