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Engage in Conversation

Keep plan sponsors' focus on retirement readiness by sharing your expertise, third-party research and case studies.

Now is the time to illustrate the positive impact simple plan design changes can make not only on their participants' retirement readiness—but also their organization's bottom line.

Engage in Conversation

Resources for You:

  • Retirement Plan Assessments
    • Plan Sponsor-level[1] (PDF: 75 KB): Use this guide to help plan sponsors assess their retirement plan's strengths, weaknesses and opportunities.
    • Participant-level[1] (PDF: 50 KB): Use this flier to help participants evaluate the effectiveness of their employer's retirement plan.
  • Plan Sponsor Flier[1] (PDF: 165 KB): Leverage this leave behind flier promoting benefits of outcomes-based plan design.
  • Article: Retirement Plan Promotes Corporate Profitability (PDF: 199 KB): Access this article from, discussing the impact an aging workforce can have on an employer's bottom line.
  • Plan Sponsor Seminar, Breaking through Retirement Barriers
    • Presentation (PPT: 7.9 MB): Use this seminar to showcase the employer-level benefits of outcomes-based plan design, including actionable strategies.
    • Invitation[1] (OFT): Send this email to engage plan sponsors and save the date for the presentation.

Support from The Principal®

  • Retirement Readiness Video: See how human nature plays a role in participant savings' patterns through participant testimonials, and learn how plan design changes can help counteract this behavior.
  • Case Studies
    • Financial Professional: Watch this short video to see how a financial professional uses plan design features to help increase retirement readiness within their own organization.
    • Plan Sponsor (PDF: 279 KB): See how implementing automated plan design features helped this company improve participant retirement outcomes.
    • Participant (PDF: 262 KB): View a comparison of two participants' different retirement savings patterns, and impact on retirement readiness over time.
The Principal® is not responsible for the use of or changes to this resource. Please consult your legal and compliance areas to confirm that your use of this resource is appropriate, that it contains the appropriate disclosures for your business, that it has been approved by any necessary third parties (e.g., FINRA, or other regulators) and is appropriate for the intended use and audience.


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