Toolkits for Financial Professionals: For Your Business and Business Owner Clients

Employee Benefits

• Fiduciary Responsibilities
  • Understanding and managing fiduciary responsibility (PDF: 446 KB)
• Learn from The Principal 10 Best Companies
• Guide to Best Practices in Employee Benefits from The Principal 10 Best
• Rebuilding tips from The Principal 10 Best Companies (PDF: 87 KB)
• Retirement Plans
  • Retirement Trends: The Total View 2009 report
  • White Paper: Navigating Your Way through Market Turbulence (PDF: 140 KB)

Tools and Education for Employees

• Retirement Planning
  • Understanding Market Volatility Presentation for plan participants
  • Retirement Planning Calculator: Help clients evaluate retirement goals and develop a clear plan
• Life Insurance
• Life Insurance Calculator
• Step-by-Step Guide to Life Insurance (PDF: 3.4 MB)
• Disability Insurance
• Disability Income Insurance Calculator
• Step-by-Step Guide to Disability Income Insurance (PDF: 844 KB)

Benefits for Business Owners

• Trends in Key Employee Benefits:
  • White Paper: Business Owner & Key Employee Benefits in Today's Economic Environment (PDF: 509 KB)
  • Business Owner Market Study: Understanding Benefit Practices (PDF: 283 KB)
  • White Paper: Nonqualified Deferred Compensation: Understanding Plan Sponsor and Participant Expectations (PDF: 1.2 MB)
• Business Owner Gap Analysis
  • What is the Business Owner Gap Analysis?
  • Business Owner Gap Consumer Seminar (PowerPoint: 4.1 MB)
• Retirement Planning
  • Individual 401(k) Contribution Comparison Calculator: Estimate allowable contributions to Individual 401(k), Profit Sharing, SIMPLE, or SEP plan
  • Executive Benefit Solution: The Retirement Gap (PDF: 265 KB)
  • Executive Benefit Plan Comparison (PDF: 156 KB)
• Retirement Income Concepts Guide (PDF: 170 KB)
• Life Insurance
  • Life Insurance Calculator
  • Step-by-Step Guide to Life Insurance (PDF: 3.4 MB)
• Disability Insurance
• Build a solution to protect your employees (PDF: 286 KB)
• Disability Insurance Retirement Security (PDF: 126 KB)
• Council for Disability Awareness Employer Resource and Information Center Web site
• Protection for key employees (PDF: 378 KB)
• Disability Income Insurance Calculator
• Step-by-Step Guide to Disability Income Insurance (PDF: 844 KB)
• Business Owner Financial Priorities
  • Business Owner Priorities Checklist (PDF: 400 KB)

Business Exit Planning

• Business Valuation
  • Get more information about a business valuation
  • Exit Planning: Resolving the Problem of Business Valuation (PDF: 175 KB)
• Buy-Sell Review
• Get more information about the free Buy-Sell Review service
• Business Owner Summary (PDF: 713 KB)

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