The Total View: Retirement Plan Trends report
Looking for insight on the changing retirement landscape? One of the most comprehensive reports on retirement plans, The Total View provides insight into the ever-evolving trends in the retirement industry and their potential impact on retirement plan sponsors and their participants.
The Total View 2009
Get the complete report
Use the 2009 report:
- To understand savings behavior during a time of unprecedented market volatility.
- As a benchmarking tool to help compare retirement plans.
- To get additional insight into how trends could affect plan sponsors, participants and the retirement industry.
Download the complete report: The Total View 2009 (PDF: 2.71 MB)
View the report in sections
If you’d prefer to view the report in sections, please use the following links:
- Detailed analysis of 2009 retirement plan trends (PDF: 1.78 MB)
- Charts and graphs that illustrate 2009 findings (PDF: 1.59 MB)
Get previous versions
- 2007 Total View (PDF: 1.7 MB)
- 2006 Total View (PDF: 400 KB)
- 2005 Total View (PDF: 3.85 MB)
More about The Total View
Beginning in 2007, The Total View is published every other year. However, data is still collected on an annual basis to provided information for trending.
This report is based on an analysis of proprietary data of the Principal Financial Group®, one of the nation's leading providers of total retirement solutions*, and third-party research. All information and charts not sourced are based on data from retirement plans receiving administrative services from The Principal®.
* The Principal ranks number one in total plans for all asset sizes among fully bundled 401(k) providers-2008 Spectrem Group analysis of fully-bundled 401(k) providers (companies that provide both administrative and investment services). #1 provider of Bundled 401(k) plans – (The Principal ranks number one in total plans for all asset sizes among fully bundled 401(k) providers-2008Spectrem Group analysis of fully-bundled 401(k) providers (companies that provide both administrative and investment services). Top recordkeeper of DB plans, Investment Advisor Magazine, November 2008. The Principal is a leader in the ERISA and employer-sponsored non-profit market. In a recent survey among 27 companies that offer not-for-profit retirement plans, The Principal ranked eighth in assets. LIMRA International, Not-for-Profit Market Survey, fourth quarter 2008 results.
