The Total View: 2005 Retirement Plan Trends & Forecast
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® (The Principal®), the nation’s 401(k) leader and total retirement solutions innovator.
Based on data for the 2004 calendar year, this report provides an in-depth look at retirement program trends among 2.3 million employee participants in more than 30,000 full service retirement plans of The Principal across four core retirement plan designs: defined contribution, including 401(k), defined benefit, nonqualified and Employee Stock Ownership Plans (ESOP).
All information and charts not sourced are based on data from retirement plans served by The Principal.
To download the entire document, please click on the "The Total View: 2005 Retirement Plan Trends and Forecast" link below or select other elements of the document.
The Total View: 2005 Retirement Plan Trends and Forecast (PDF: 4.3 MB)
Message From the President (PDF: 156 KB)
Executive Summary (PDF: 206 KB)
Looking Ahead: The Total View (PDF: 363 KB)
The Numbers
- A Total Retirement Solutions Approach (PDF: 140 KB)
- Defined Contribution/401(K) Plans
- Participation Rate (PDF: 227 KB)
- Salary Deferral Rates (PDF: 106 KB)
- Account Balances (PDF: 114 KB)
- Investments (PDF: 432 KB)
- Plan Design (PDF: 540 KB)
- Plan Loans (PDF: 277 KB)
- Rollovers and Distributions (PDF: 286 KB)
- Plan and Participant Services (PDF: 103 KB)
- Defined Benefit (Db) Pension Plans (PDF: 425 KB)
- Defined Benefit Actuarial Services
- Accounting For Defined Benefit Plans (PDF: 139 KB)
- Funding For Defined Benefit Plans (PDF: 102 KB)
- Nonqualified (Nq) Deferred Compensation Plans (PDF: 185 KB)
- Employee Stock Ownership Plans (ESOP) (PDF: 425 KB)
Methodology (PDF: 171KB)
Glossary (PDF: 188KB)
About The Principal Financial Group (PDF: 188 KB)
