This project processed more than 34,000 annual filing requirements to the IRS in 2009
What is Form 5500
100
This is the name of the proprietary investment options we make available
What are Sub-Advised Investment Options?
100
In 2010, 99% of large defined contribution clients who answered this survey said they planned to maintain or increase their relationship with us.
What is the Chatham Partners Survey?
100
This online tool is used by RIS Sales and Service to create prospective client presentations and proposals.
What is the Dynamic Document Tool?
100
59 reports were consolidated on the secure website as a result of this initiative.
What is the Online Reports initiative?
200
This noted ERISA attorney helped The Principal educate audiences about Fee Disclosure regulations.
Who is Jamey Delaplane?
200
We offer over 1,500 of these types of investment options
What are Mutual Fund Network investment options?
200
The objective of this project is to drive awareness/consideration of The Principal as a large plan retirement plan provider, resulting in supplemental pipeline.
What is Lead Nurture?
200
54,269 books were produced through this application on the Dynamic Document Tool in 2010.
What is the Retirement Plan and Investment Review (RPIR)?
200
This public website got refreshed in 2009.
What is Principal.com -- For Businesses: Retirement Solutions?
300
This date (12:01 a.m. CT, September 26, 2008) triggered what?
What is the effective date for the Principal U.S. Property Separate Account withdrawal limitation. – time, Month, day, year.
300
This is the number of years Principal LifeTime portfolios have been available
What is 10 years?
300
This quarterly publication helps support an improvement in the Institutional close ratio of RFP’s sourced through consultants.
What is Consultant Edge?
300
The number of times Eddie makes an appearance in the sales presentation.
What is 13 times?
300
In 2010, this project changed the overall look of the plan sponsor website and simplified its navigation.
What is phase I of the SSC Refresh?
400
This not-for-profit organization sponsors the 403(b) benchmarking plan survey.
Who is PSCA - Profit Sharing Council of America?
400
This is an asset allocation choice that uses target-date and risk-based strategies
What is RetireView?
400
The decision-making processes used for all aspects of a retirement plan, throughout its lifecycle
What is Retirement Plan Governance?
400
The most useful information in Benefit Edge as identified by our clients.
What are the Plan Compliance and Legislative Matters sections?
400
This initiative posed significant login challenges for our clients.
What is AAF - Adaptive Authentication Framework?
500
This Eddie was used to promote the Health Savings Account initiative in 2006?
What is Fire-breathing Eddie?
500
This is a term we use to describe the following investment categories: Large Value, Large Blend, Large Growth, Intermediate Term Bond, Asset Allocation and Fixed Income
What is key asset classes?
500
The Principal and this not-for-profit organization comprised of East-coast based hospitals and health systems started a marketing program in 2011, targeting member hospitals with DB plans.
What is Massachuetts Hospital Association?
500
The number of services (within 10) listed in the Choice Pricing version of the Summary of Services brochure.
What is 85 services?
500
These individuals initiatiated the Plan Sponsor Online initiative in 2007.
Who are Lindsay Amadeo, Sally Johnson and Tom Riehl?