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Employee Services Available for Defined Benefit Plans

For Corporations or Private Companies with 25 or more employees

We make it easy to communicate with your employees about retirement. With the help of our award-winning materials and innovative services, your employees will better understand your plan and the importance of saving for retirement.

We'll help you develop and employee communications strategy. And we'll provide you with all the materials to help make it successful.

Internet access. By visiting our Internet site, your members have access to a wide variety of investment and insurance information, including more than 100 planning tools, calculators, and worksheets.

Toll-free benefits counseling. Your members can call our Member Service Center for answers about their retirement benefits.

Summary plan descriptions. Your members will get an easy-to-read summary of your plan.

Member benefit statements. Our easy-to-read benefit statements are an annual snapshot of your plan and how your members benefit from it.

Retirement planning worksheet. You can include this easy-to-use worksheet with your member statements to help your members determine how much more they need to save for retirement. It also reinforces the value of your plan.

Principal Connection. All of your employees and their families can call Principal Connection toll-free for free financial help.

Member brochure. Our member brochure discusses what a defined benefit plan is and its role in providing retirement income.

Awareness campaign. Our awareness campaign includes an array of colorful materials to draw attention to your plan.

 

Have a question? Call us at 1.800.986.3343

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