The Total View: Retirement Plan Trends report
One of the most comprehensive reports of its kind, The Total View provides insight on the changing retirement landscape based on an analysis of proprietary data of the Principal Financial Group®, one of the nation's 401(k) leaders[1] and total retirement solutions innovator.
The Total View is published every other year. However, data is still collected on an annual basis to provided information for trending. The 2009 report will be available in late summer.
2007 Total View
Download full version of The Total View: 2007 Retirement Plan Trends (PDF: 1.7 MB), view it magazine style in NxtBook, or view the report by sections:
- Message from the President (PDF: 51 KB)
- Executive Summary (PDF: 82 KB)
- Market Overview (PDF: 82 KB)
- Total Retirement Approach (PDF: 139 KB)
- Defined Contributions Plan (PDF: 706 KB)
- Account Balances (PDF: 62 KB)
- Salary Deferral Rates (PDF: 91 KB)
- Participation Rates (PDF: 72 KB)
- The Power of One-on-One (PDF: 57 KB)
- "Do-it-for-me" Features Grow in Popularity (PDF: 60 KB)
- Automatic Enrollment is Catching On (PDF: 85 KB)
- Easy Enrollment Helps Simplify the Process (PDF: 84 KB)
- Lifecyle/Lifestyle Investment Options & Managed Accounts (PDF: 162 KB)
- Investment Options (PDF: 124 KB)
- Loan Provisions – The Facts (PDF: 57 KB)
- Rollovers & Cash Withdrawals - Most Stayed Invested (PDF: 143 KB)
- Matching Contributions & Plan Design (PDF: 52 KB)
- Plan Design: Eligibility & Vesting (PDF: 172 KB)
- Participant Services That Matter / Client Contact Center (PDF: 73 KB)
- Defined Benefit Plans (PDF: 255 KB)
- Nonqualified Plans (PDF: 210 KB)
- Employee Stock Ownership Plans (PDF: 407 KB)
- Methodology (PDF: 51 KB)
- Glossary (PDF 39 KB)
View previous versions
- 2006 Total View: Download entire report or view in sections.
- 2005 Total View: Download entire report or view in sections.
All information and charts not sourced are based on data from retirement plans receiving administrative services from The Principal.
- [1]
- 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)
Insurance products and plan administrative services are provided by Principal Life Insurance Company. Securities are offered through Princor Financial Services Corporation, 800-547-7754, member SIPC, and/or independent broker/dealers. Securities sold by a Princor Registered Representative are offered through Princor®. Princor and Principal Life are members of the Principal Financial Group, Des Moines, IA 50392.
