NU Online News Service, Nov. 11, 2003, 4:33 p.m. EST – Principal Financial Advisors Inc., an investment advisory unit of Principal Financial Group Inc., Des Moines, Iowa, has introduced the Principal Strategic Asset Review program.
Principal is aiming the review program at sponsors of defined benefit retirement plans with more than $25 million in assets.
The program will review the assets and liabilities of a defined benefit plan, analyze the match between assets and liabilities, come up with an asset-allocation strategy, forecast plan funding and expense information, and develop a plan investment policy.