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Contact us to discuss life event changes

Life events — good or bad — can affect a retirement plan account.

Clearly, life doesn't always go as planned. And when life changes, the last thing most of us have on our minds is our retirement account. That, however, can be a mistake.

Life events like marriage, divorce, job changes, disability and more can have a big impact on your retirement account. Keep the following in mind if any of these life events apply to you.

Life Event Considerations Action Needed
Marriage

Having (or adopting) children

Death of a spouse
Generally, most retirement plans can only pay benefits to a participant's named beneficiaries upon his or her death. Call The Principal at 1.800.547.7754 or log in to review and update (if needed) your retirement plan beneficiaries.
Divorce Ex-spouses may become entitled to a portion of the retirement account balance. If that's the case, consider if you need to change the beneficiaries named in the retirement plan account. Contact The Principal at 1.800.547.7754 to determine your next steps.
Job change May include keeping your retirement plan assets with The Principal or rolling over your assets. Call The Principal at 1.877.788.7242 ext. 48403 to discuss your options.

 

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Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York) and Principal Life Insurance Company. Plan administrative services provided by Principal Life. Securities are offered through Princor Financial Services Corporation, 800-247-1737, member SIPC. Princor®, Principal National and Principal Life are members of the Principal Financial Group, Des Moines, IA 50392.

Have a question? Call us at 1.800.986.3343

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Securities offered through Princor Financial Services Corporation, member SIPC