Principal Financial Group Inc · NASDAQ:PFG
Principal Financial — Investor Presentation (May 2022)
25 slides from Principal Financial's investor presentation, May 2, 2022
Slide 1: N N ° AQ Vv = e < =
N N ° AQ Vv = e 3 < 3 =
Slide 2: Principal team
Principal® team Kevin Green Sr. Relationship Manager Casey Langseth Sr. Digital Experience Consultant Michael Johnson Client Service Manager a Scott Hanson VP, Distribution- Retirement Solutions
Slide 3: Welcome
Welcome Principal team Principal® overview Plan sponsor experience Plan sponsor and participant digital experience
Slide 4: Principal overview
Principal overview
Slide 5: Committed to meeting your needs
Committed to meeting your needs Industry leadership 80 years in the retirement services industry Longest client tenure’ Best-in-class plan sponsor and participant websites? 65 best-in-class awards for employer and participant services? Company data, 1941-2021 1 Escalent. Cogent Syndicated, Retiremen
Slide 6: Total retirement solutions
Total retirement solutions Defined Defined Employee Nonqualified Trust and Pension risk contribution benefit stock plans® custody transfer’ plans? plans? ownership assets® plans* . ; 95% of AUM from retirement 11.2M Participants and asset management! $524B in assets under managemant' ' Principal int
Slide 7: Plan sponsor experience
Plan sponsor experience
Slide 8: Lead your Principal team
Lead your Principal team Deliver plan health analytics Develop and oversees education strategy Consult on plan changes
Slide 9: Your dedicated relationship team
Your dedicated relationship team Northern Tool & Equipment Company, Inc. ap pany BergankKDV Mark Laubach Kevin Green casey angen Operations Your Strategic Experience Leader Contact a Michael Johnson Mark Higgins Your Day-To- Darin McWilliams Plan Design \ Day Contact Audit and Consultant Team Compli
Slide 10: Merger & acquisition support
10 Merger & acquisition support Oo oO Oo oO Merger analysis to help you understand the options available dependent upon type of transaction Provide plan review comparison of key plan provisions and identify protected benefits Review potential impact to employer contributions costs and nondiscriminat
Slide 11: My commitment to Northern Tool & Equipment Company, Inc.
11 My commitment to Northern Tool & Equipment Company, Inc. ‘ Michael Johnson Client Service Manager 24 years of industry experience* *As of 3/31/22 Oversee and manage day-to-day administrative service operations for your retirement plan Document processes and prepare workflow procedures Anticipate
Slide 12: Outsource your administrative tasks
Outsource your administrative tasks | ———— Eligibility notification Payroll integration Loans Benefit events Hardship and in-service withdrawals \ i QDRO recordkeeping Notice delivery RMDs Online distributions Tax reporting Transition tracking Contribution limit monitoring Contribution allocation Au
Slide 13: Plan sponsor and participant digital experience
Plan sponsor and participant digital experience
Slide 14: The next step is easy
Subject Line: Welcome to Principal® Let’s move forward together. We’re glad you’re here, and we’re committed to helping you save enough throughout your life for retirement. Subject Line: Welcome to Principal® Principal® has grown over Let’s the move last 141 forward years because we strive to togeth
Slide 15: People and technology security
15 C2) People * More than 180 full time information security staff that includes Certified Information Security Professionals? * 24/7/365 security operations center Customer protection guarantee! Our guarantee is simple: Principal® will reimburse your . employer-sponsored retirement . account! for l
Slide 16: Engage. Elevate. Expand.
Slide 17: Target My Retirement powered by Morningstar Investment Management LLC
Target My Retirement® powered by Morningstar Investment Management LLC Meeting participants where they are - each step of the way seeeeed > seeeeeee No cost recommendations Active monitoring Retirement budget and to help participants get and periodic tax-efficient withdrawal their savings and adjust
Slide 18: Target My Retirement
Target My Retirement powered by Morningstar Investment Management LLC The Plan: It’s all about the participants A plan for retirement can account for each participant’s: > Age > Salary > Outside assets > Desired retirement age > Replacement income > Ideal retirement for the future > Spouse/Partner i
Slide 19: Retire Secure
Retire Secure Personalized, 1:1 education The power of personalization with Retire Secure: Determine personal goals and objectives Authenticate and designate your beneficiary Identify savings gaps and needs Explore options to consolidate retirement assets Report back meeting stats and outcomes Salar
Slide 20: Participant call center
Average tenure of Institutional Par uicipant Participant Gingenter Call Center Specialist Onboarding Keeping Your Participant’s Training, Education, Multilingual Concierge information Protected & QA Process Support Focus on enrollment and Team dedicated to monitoring and Series 6 FINRA licensing 32
Slide 21: What participants are saying about their experience with Principal
What Northern Tool & Equipment Company, Inc.’s participants are saying about their with Principal®
Slide 22: Escalent Cogent Retirement Plan Advisor Trends
©Escalent. Cogent Syndicated, Retirement Plan Advisor Trends, September 2021
Slide 23: Teaming with Principal
Teaming with Principal ~ Modern, digital . employee experience Total retirement Proactive Culturall y experience and strategic aligned SS
Slide 24: Important information
24 Important information a © Principal Morningstar Investment Management LLC is not an affiliate of any company of the Principal Financial Group®. Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options. Fixed-income investments are subje
Slide 25: Important information
25 Important information The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all mat
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