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Applied Knowledge
Applied Knowledge
In-depth content and information on a broad range of business market topics

Our Applied Knowledge series covers a broad range of business planning and nonqualified deferred compensation topics. While designed primarily as reference material, these documents may also be used for sales and marketing purposes with both financial professionals and business owners and employers. If using with business owners or employers, make sure to use only the content applicable to their specific plan type.

Business succession
Deferred compensation

Payroll, tax, and accounting (for-profit entities):

Payroll, tax, and accounting (tax-exempt entities):

Informal financing and distribution funding:

Interaction with qualified plans:

Regulatory rules: Plan design/operation and distribution events:

Resource guides:

For-profit entities—plan design and operation:

For-profit entities—distribution events:

Tax-exempt entities—non-governmental 457(b) plans:

Tax-exempt entities—457(f) plans:

Additional tax planning considerations:

Life insurance:

Nonqualified deferred compensation:
Disability insurance
Estate planning
Life insurance

Planning:

Taxation:
Key employee benefits

Payroll, tax, and accounting for Bonus, Key Person insurance, and Split Dollar plans:

Important Information

Guarantees are based upon the claims-paying ability of the issuing insurance company.

This information is educational only and provided with the understanding that Principal® is not rendering consulting, legal, accounting, investment advice or tax advice. You should consult with appropriate individuals including counsel or other professionals on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.

Insurance products issued by ÑÇÖÞÎÞÂëNational Life Insurance Co. (except in NY), ÑÇÖÞÎÞÂëLife Insurance Company®, and the companies available through the Preferred Product Network, Inc. Plan administrative services offered by ÑÇÖÞÎÞÂëLife. ÑÇÖÞÎÞÂëFunds, Inc. is distributed by ÑÇÖÞÎÞÂëFunds Distributor, Inc. Referenced companies are members of the ÑÇÖÞÎÞÂëFinancial Group®, Des Moines, IA 50392. For financial professional use only. Not for public distribution.