Principal Financial Group Partners with FuturePlan for Pooled Retirement Plan Administration

Reuters

2025/07/17

Principal Financial Group Partners with FuturePlan for Pooled Retirement Plan Administration

Principal Financial Group Inc., a leader in pooled retirement plan offerings, has successfully transitioned the administrative responsibilities for its largest Pooled Employer Plan $(PEP)$, Principal® EASE, to FuturePlan. This strategic move is designed to enhance Principal's recordkeeping and investment capabilities by leveraging FuturePlan's fiduciary and administrative expertise. Effective from July 1, FuturePlan will serve as the pooled plan provider, 3(16) plan administrator, and third-party administrator for Principal® EASE, allowing Principal to focus on building customer-centric capabilities and investment offerings. This collaboration aims to optimize the service experience for customers through the combined expertise of both firms and is part of Principal's commitment to adapting its services to meet the evolving needs of small- and mid-sized businesses.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Principal Financial Group Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20250717997481) on July 17, 2025, and is solely responsible for the information contained therein.

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This strategic move is designed to enhance Principal's recordkeeping and investment capabilities by leveraging FuturePlan's fiduciary and administrative expertise. Effective from July 1, FuturePlan will serve as the pooled plan provider, 3(16) plan administrator, and third-party administrator for Principal® EASE, allowing Principal to focus on building customer-centric capabilities and investment offerings. This collaboration aims to optimize the service experience for customers through the combined expertise of both firms and is part of Principal's commitment to adapting its services to meet the evolving needs of small- and mid-sized businesses.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Principal Financial Group Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20250717997481) on July 17, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4566","symbol_name":"资本集团","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250717:nNDL158Zxl:1","article_id":"2552148216","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2552148216","pubTimestamp":1752760827,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"Principal Financial Group Inc., a leader in pooled retirement plan offerings, has successfully transitioned the administrative responsibilities for its largest Pooled Employer Plan , Principal EASE, to FuturePlan. 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This strategic move is designed to enhance Principal's recordkeeping and investment capabilities by leveraging FuturePlan's fiduciary and administrative expertise. Effective from July 1, FuturePlan will serve as the pooled plan provider, 3(16) plan administrator, and third-party administrator for Principal® EASE, allowing Principal to focus on building customer-centric capabilities and investment offerings. This collaboration aims to optimize the service experience for customers through the combined expertise of both firms and is part of Principal's commitment to adapting its services to meet the evolving needs of small- and mid-sized businesses.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. 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