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Get in the Door: Retirement Readiness Prospecting Tips

Looking to differentiate yourself when it comes to retirement readiness? Add a focus on participant outcomes. Simple plan design changes can make a big impact.

Access the resources you need to help get conversations started and keep plan sponsors engaged.

Get in the Door

Resources for You

  • Prospecting Checklist (PDF: 210 KB): Use this step-by-step guide to help gather and evaluate retirement plan data for your block of business, and get insight on conversation starters to help drive more successful outcomes.
  • Value Proposition Guide (PDF: 208 KB): Identify what sets your firm apart from competitors, define your marketing strategy, and create a clear plan to communicate your firm’s purpose.
  • Retirement Advisor Council Study (PDF: 632 KB): Access the executive summary from a recent study by the Retirement Advisor Council, entitled, “Partner with a Professional Retirement Plan Advisor and Achieve Higher Participant Retirement Readiness Scores.”
  • Value of a Financial Professional Flier (PDF: 205 KB): Leverage third-party research to help plan sponsors realize the positive impact a financial professional can have on plan results.
  • Research Summary (PDF: 618 KB): Review research conducted by Brightwork Partners LLC to help gauge plan sponsors' interest in outcomes-focused plan design discussions.
  • Discussion Tracks (PDF: 107 KB): Prepare for questions and common concerns plan sponsors may have on the topic of retirement readiness.
  • Prospecting Email Template (PDF: OFT): Introduce the concept of automatic features and plan design changes as a pre-cursor to a face-to-face meeting.

Support from The Principal®

  • Retirement Readiness Analysis Tool: Use plan averages to showcase general retirement readiness, and outline potential costs due to employees working past normal retirement age. For assistance accessing this tool, contact your local representative.
  • Replacement Ratio Tool for Defined Contribution Plans: Use plan specific demographic plan data to determine if participants in a retirement plan are on track toward reaching adequate retirement savings. For assistance accessing this tool, contact your local representative.
  • Engaging, easy-to-use reports, provided for plans at The Principal
    • Retirement Readiness Report (PDF: 805 KB): Highlights key plan-level metrics to help plan sponsors track the success of the retirement plan.
    • Retirement Wellness Report (PDF: 178 KB): Tells participants whether or not they're on track for retirement and includes steps they can take to help get and/or stay on track.

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Have a question? Call us at 1.800.986.3343

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