Assessing Retirement Plan Value - 13
1.68%
0.67%
1.27%
27%
2%
7%
%
0.36%
1.68%
1.61%
7%
1.23%
0.21%
1.17%
27%
1.2 %1.61%
1.68%
0.58%
0.87%
1.2 %27%
NUMBER
>MORE THAN A
2.27%0.83% 0.78%
1.27%
0.21%
1.68%
1.27%
0.21%
0.47%
1.68%
1.68% 0.68%
0.87%
1.68%
1.27%
0.58%
1.68%
0.27%
2.27%
07
0.230%8%.58%
0.58%
2.27%
0.27%
0.78%
0.78%
1.68%
0.58%
0.72%
0.78%
0.58%
1.27%
1.68%
1.27%
1.68%
1.27%
1.68%
1.68% 0.83%
1.68%
2.27%
2.13%
1.68%
0.32%
2.27%
2.13%
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WHAT DOES IT MEAN?
UNDERSTANDING
RETIREMENT PLAN COSTS
2.13%
0.27%
REVIEWING PLAN SERVICES
WE’LL GIVE YOU AN EDGE®
NAVIGATING
COST CONSIDERATIONS
EVALUATING
REASONABLENESS
ADDRESSING
PARTICIPANT QUESTIONS
GLOSSARY OF TERMS
The results for the investment options available through a plan sponsor’s retirement plan may be different from the results for other retirement
plans. Past performance is not a guarantee of future results. Principal values and investment returns will fluctuate so the values upon redemption
may be worth more or less than original costs.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options.
Fixed-income investment options are subject to interest rate risk, and their value will decline as interest rates rise.
Each index based investment option is invested in the stocks of the index it tracks. Performance of indices reflects the unmanaged result for the
market segment the selected stocks represent. There is no assurance an index-based investment option will match the performance of the index
tracked. Investors cannot invest directly in an index.
While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to
provide general information about the subject matter covered and is provided with the understanding that none of the member companies of
The Principal are rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the
Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting
obligations and requirements.
Jean Chatzky is a compensated financial commentator, is not affiliated with any company of the Principal Financial Group®
and the views
she expresses are not necessarily those of the Principal Financial Group or any member company. She is the recipient of prestigious awards
for journalism, including the Betty Furness Consumer Media Service Award, the Clarion Award and a Gracie Allen award. For more from
Jean, see jeanchatzky.com.
Insurance products and plan administrative services are provided by Principal Life Insurance Company,
a member of the Principal Financial Group®
(The Principal®
), Des Moines, IA 50392.
TOOLS & RESOURCES
© 2012 Principal Financial Services, Inc.
PQ11002-02 l 11/2012 l t12041004ca
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RETIREMENT PLAN VALUE
Assessing Retirement Plan Value
Table of Contents for the Digital Edition of Assessing Retirement Plan Value
Assessing Retirement Plan Value - Cover
Assessing Retirement Plan Value - 1
Assessing Retirement Plan Value - 1a
Assessing Retirement Plan Value - 1b
Assessing Retirement Plan Value - 1c
Assessing Retirement Plan Value - 2
Assessing Retirement Plan Value - 2a
Assessing Retirement Plan Value - 2b
Assessing Retirement Plan Value - 2c
Assessing Retirement Plan Value - 2d
Assessing Retirement Plan Value - 2e
Assessing Retirement Plan Value - 3
Assessing Retirement Plan Value - 4
Assessing Retirement Plan Value - 5
Assessing Retirement Plan Value - 6
Assessing Retirement Plan Value - 7
Assessing Retirement Plan Value - 8
Assessing Retirement Plan Value - 8a
Assessing Retirement Plan Value - 8b
Assessing Retirement Plan Value - 9
Assessing Retirement Plan Value - 10
Assessing Retirement Plan Value - 11
Assessing Retirement Plan Value - 12
Assessing Retirement Plan Value - 13
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