Make a Recommendation
Use the data from plan evaluations and assessments to create an outcomes-based recommendation tailored to each plan sponsor's unique needs.
Leverage support from the Principal Financial Group® and take advantage of special pricing for plans incorporating certain Principal® PlanWorks plan design features (contact your local representative for details).
Resources for You
- Sample Commitment of Retirement Plan Services Letter (DOC: 122 KB): Use this sample letter as a guide to communicate the services and value you deliver to your clients, along with a disclosure of your fees.
- Nonqualified Plan Solutions (PDF: 218 KB): Introduce the benefits of a nonqualified plan as part of a comprehensive retirement program.
Support from The Principal®
- Retirement Readiness Plan Design Features (PDF: 191 KB) Access research and key statistics detailing the need to focus on improving retirement outcomes to truly impact retirement readiness.
- Elevate Good Plans to Great with Principal® PlanWorks (PDF: 77 KB): Leverage the Principal® PlanWorks plan design—a strategy of using certain plan features that work together to harness the power of participant inertia.
- Increase Participation with Automatic Enrollment (PDF: 148 KB): Use this leave-behind flier to promote the benefits of automatically enrolling employees in the plan.
- Benefit from Teaming with a Third Party Administrator (TPA) (PDF: 101 KB): Learn how TPAs can help you gain additional business and local presence, and help strengthen your relationships.
- 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.