About This Episode

Principal Financial Group^® recently released the results of an extensive survey it conducted asking advisors and employers their expectations for the future of retirement. Among the key trends it identified were an aging workforce with evolving financial planning needs. At the other extreme, Gen Z workers are beginning their careers with investment and planning preferences that differ markedly from older generations. Other findings included the anticipated need for personalization, financial wellness monitoring and counseling, and better services for retirement planning.

About Our Guest

As senior vice president of distribution for Retirement and Income Solutions at Principal^®, Scott Boyd leads the U.S. retirement sales force across all customer segments and product solutions. Equipped with deep industry knowledge, he identifies new talent, develops sales strategies, and leads strategic partnership efforts for Retirement and Income Solutions. Scott works to pinpoint and unlock opportunities and areas of collaboration across the enterprise.

Prior to joining Principal, Scott was a senior vice president at Prudential, where he focused on corporate, governmental, tax-exempt, and Taft Hartley markets. He also managed relationships with key national distribution channels.

Scott has a degree in civil engineering from Union College in Schenectady, New York, and an MBA from Cornell University in Ithaca, New York. He maintains FINRA Series 6, 63, and 26 registrations and is a registered representative of Principal Securities, Inc.

Show Notes

Principal Financial Group^® (Nasdaq: PFG) is a global financial company with 19,000 employees passionate about improving the wealth and well-being of people and businesses. In business for more than 140 years, we’re helping more than 62 million customers plan, protect, invest, and retire, while working to support the communities where we do business, and build a diverse, inclusive workforce. Principal^® is proud to be recognized as one of the 2023 World’s Most Ethical Companies® by Ethisphere, a member of the Bloomberg Gender Equality Index, and a “Best Place to Work in Money Management.”

Retirement and Income Solutions serves more than 46,000 employers and nearly 12 million participants. Total account value as of December 31, 2022, was $447 billion.

Learn more about Principal and our commitment to building a better future at principal.com

Insurance products issued by Principal National Life Insurance Co (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker/-dealers. Principal Global Investors leads global asset management. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392.

© 2023 Principal Financial Services, Inc.

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