Responsibility for those decisions is assumed by the participant, not the plan sponsor and not by any member of Principal ®. This calculator only provides education which may be helpful in making personal financial decisions. The Retirement Wellness Planner information and Retirement Wellness Score are limited only to the inputs and other financial assumptions and is not intended to be a financial plan or investment advice from any company of the Principal Financial Group ® or plan sponsor. Investing in Principal ® SimpleInvest portfolios does not guarantee profit or protect against loss. Please refer to the Form ADV for Principal Advised Services, LLC and other applicable disclosures and agreements for important information about Principal ® SimpleInvest and its services, fees and related conflicts of interest. Principal ® SimpleInvest portfolios are comprised primarily of Principal ® products, including affiliated mutual funds and ETFs.

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