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Principal, Edelman Financial Engines partner to expand access to financial advice


Principal Financial Group has selected Edelman Financial Engines, an independent financial planning and investment adviser with more than 150 offices nationwide, to offer personalized retirement advice and financial well-being guidance to select large employers on Principal’s retirement record-keeping platform. The relationship, which launched last month, provides access to Edelman Financial Engines’ national network of financial planners for in-person and virtual advice in addition to a broad array of financial education tools and online advice. A recent survey by Edelman found that 84% of workers would value financial advice as a benefit from their employer. The relationship is “a great opportunity to further expand access to high-quality, independent financial help to more employers and their employees,” said Kelly O’Donnell, executive vice president at Edelman Financial Engines and head of the firm’s workplace business. Des Moines-based Principal, a top three defined contribution record-keeper, serves more than 7 million retirement plan participants and individual clients.

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