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For financial professionals
Financial Professionals Retirement plan resources for financial professionals
Retirement plan resources for financial professionals

From the latest retirement plan legislation and plan design trends to strategies for promoting and managing your business, these resources are designed to help answer your questions and simplify your research.
Keep up with the latest retirement news, insights, and trends

Webinars for financial professionals

On-demand webinars on topics important to your business.

Retirement research and thought capital

Discover retirement thought leadership and research insights to connect with clients and participants.

Retirement legislation

Get the latest retirement news from Capitol Hill and find out what’s happening with current retirement reform and legislation.

Investments and economic insights

Read global insights and quick takes on the capital markets from Principal Asset Management®.
Retirement plan prospecting

Want to find new clients or expand existing relationships? Use these retirement plan prospecting resources to help you solve plan sponsor challenges.

How to use the Form 5500 as a prospecting tool (PDF)

Small plan prospecting checklist (PDF)

Boost your retirement plan practice (PDF)

Retirement plan comparison chart (PDF)
Retirement materials for participants and plan sponsors

From fees and investments to financial wellness and more, access client-ready materials on key retirement topics to save time and help you make an impact.

Resources to help participants
Resources to help plan sponsors
Fees

What plan fiduciaries need to know

An overview of your plan fee options and steps to consider when deciding which approach to take. 
Understanding how retirement plan fees can be paid (PDF)

Fee evaluation workbook

A workbook that can help you determine if the costs of a retirement plan are reasonable compared to the value received.
Download fee evaluation workbook (PDF)
Plan administration

Client service calendar

Share this customizable calendar with your clients to help them stay on top of key dates regarding their retirement plan.
Download calendar (DOC)

The subject matter in this communication education only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker-dealers. Principal Asset Management® is a trade name of Principal Global Investors, LLC. Principal Global Investors® leads global asset management. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.