Phone: 630-495-2282 Fax: 630-495-2260 Map/Directions
 

Principal Financial Group named Preferred Partner for retirement planning, group benefits, related services

July 18, 2014
The sole purpose of the Chicago Automobile Trade Association’s Member Benefits Committee is to review and recommend partners whose programs will provide a direct benefit to CATA member dealers.
The CATA recently named Principal Financial Group as the preferred provider for retirement planning (401k and Individual), group benefits & related services. 
The CATA and Principal Financial Group have partnered to develop a financial services program that the association believes will offer substantial monthly savings and increased/improved service models to all of member dealers.  
In addition to the savings, CATA officials also think this program offers a unique level of transparency, making the retirement & group benefits/health care process much easier to understand.
Principal Financial Group has provided top quality financial services to local and national merchants and individuals for 135 years and is a Fortune 500 company. 
Exclusive offering to CATA members:
No set-up fees on new and existing take over 401(k) plans
 
Simplified Issue on life insurance based on plan design
 
The Employee Financial Resource Plan (EFRP) for small- to medium-sized businesses and education for employees
 
• Principal will offer no-cost Informal Business Valuations and no-cost Buy-Sell Review Summary Analysis proposals
Financial Strategies, the needs-analysis system that Principal Financial Group uses with business owners and individuals for personal financial analysis 
 
Business Owner and Executive Solutions (BOES), which offers a wide range of business owner and executive solutions and competitive products
 
• The Policy Evaluation Program, designed to assist a business in the policy review process available through the Preferred Product Network, Inc., a member of the Principal Financial Group®.
Contact Phil Toepper from Principal Financial Group at (630) 874-6764 or toepper.phil@principal.com for a no-obligation financial review of your 401(k) plan, group benefits or related services. Learn more about Principal Financial Group by reviewing the Company Profile available on the www.CATA.info Member Benefits page.  
More details about the CATA’s Member Benefit program are on the association website, www.cata.info/resources/cata_member_benefits
 
 

Back