John Pallaria

As a retirement plan professional for the Principal Financial Group, I help you – financial professionals and plan administrative firms – build your business by delivering results-oriented retirement plan solutions for your clients. Together, we create retirement programs for your client(s) that allow: 1) their employees an opportunity to create a sustainable income in retirement; and 2) the employer to operate their plan efficiently.

Specialties: 401(k), 403(b), ERISA 403(b) 457(b), 457(f), 457 Governmental, Defined Benefit, Cash Balance, ESOP and Non-Qualified retirement plans

Business-Building/Advisor Support Opportunities: • Sales consults/presentations to prospective clients • Business development strategies • Plan design analysis • Investment benchmarking and analysis • Employee education • Fiduciary Liability

Specialized Education:

• MBA, Southern New Hampshire University • Bachelor of Science, Finance, Merrimack College • Securities Registrations: Series 6, 7, 63 • Life and health insurance licenses

Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800.247.1737, member SIPC and/or independent broker/dealers. Both are members of the Principal Financial Group®, Des Moines, IA 50392.

John Pallaria is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.