Legislative Update | The Center for Due Diligence

Legislative Update By:

Rich Martin, QPA, OKA, FLMI
Sr. Retirement Plans Consultant
Principal Financial Group
711 High Street
Des Moines, IA 50392
Phone: (800) 787-1621, x6
Email: Martin.Rich@principal.com
Web: http://www.principalfunds.com/investor/io/index4.htm

Advisors working with the Principal Financial Group have access to a wide variety of products, services and consultants, including an experienced team of enrolled actuaries, plan design consultants, attorneys, CPAs, plan document specialists and others with retirement plans expertise.

The consulting group focuses on DC, DB, Nonqualified,ESOP, nonprofit and governmental plans. The group’s unusual depth of expertise includes plan compliance, taxation, distributions, mergers & acquisitions and legislative changes.

The consulting group’s expertise is available to the firm’s retirement plan clients and on an independent basis. Independent consulting services may incur a fee.

For more information on how the long-tenured consulting group’s expertise can help grow your business, contact the Principal Funds Regional Sales Director at (800) 787-1621, option 6.

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4^th Qtr 2009 Legislative Update
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1^st Qtr 2009 Legislative Update

4^th Qtr 2008 Legislative Update
3^rd Qtr 2008 Legislative Update

Founded in 1879, the Principal Financial Group® (The Principal®) is a global investment management leader. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies.

A member of the FORTUNE 500®, the Principal Financial Group has $335 billion in assets under management and serves some 18 million customers worldwide from offices in 18 countries throughout Asia, Australia, Europe, Latin America and North America. The Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG.

For more information on the Principal Financial Group, go to: http://www.principal.com/index.shtm. For more information on the Principal Funds, go to: http://www.principalfunds.com/investor/index.shtm.