79: Principal Financial Group's ESOP Practice


After our introduction to Joe Marx at the Principal Financial Group in our last mini-cast (Mini-cast Episode 40), Bret Keisling continues the conversation with Joe at #ESOPDC. We discuss Principal's "soup to nuts" ESOP TPA practice: ESOP feasibility and design, implementation, repurchase liability planning, administration and recordkeeping, and ongoing consulting for ESOP companies.




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About Principal Financial Group


"Whether you’re a business, an institutional investor, or an individual preparing for the future, we can help you reach your goals through our best in class retirement services, insurance solutions, and asset management services.


Our offerings are based on experience—not quick wins or fads. Because we know that integrity, honesty, and comprehensive expertise are the right way to go—and the surest path to helping you reach your long-term financial stability goals. " [Source: Principal Financial, Our Company]