Automatic participant education

All participants get retirement education and possible action steps from Principal. At age 55, they enter a retirement transition program (PDF) that provides extra communication and support. 

To make sure your participants get our messages, include their work email addresses when you upload participant data. Not quite sure how to do that? Log in to the employer website and type “email addresses” in the Help feature for step-by-step instructions.

You can also encourage participants to provide their email addresses (DOC).

Here’s what your employees can expect to receive from Principal.*

Use the information and links to see what we've sent in 2018.

Welcome program

TimingWho gets it?What do they get?How do they get it?
As soon as they are built or up to 60 days prior to eligibility date (whichever is later)Newly eligibleCover email with notices (PDF)

Email or postcard (PDF) to get started at principal.com/welcome

Enrollment reminders (PDF) (for those who need to enroll)
Mail or email
Prior to start of the planNew plan eligibleCover email/letter with notices

Email or postcard (PDF) to get started at principal.com/welcome

Enrollment reminders(PDF) (for those who need to enroll)
Mail or email
Prior to transitionTransitioning plan participantsCover email/letter with notices

Email or postcard (PDF) to get started at principal.com/welcome

Enrollment reminders(PDF) (for those who need to enroll)
Mail or email

Getting and staying on track

TimingWho gets it?What do they get?How do they get it?
OngoingAll participants Personalized messaging based on their individual retirement journey (e.g., account management messages) Email
OngoingParticipants most likely to be interested in various topicsInvitations to upcoming webinars
2018 invitations (PDF)
2017 invitations (PDF)

Webinars are held the third Wednesday of each month. See the list of topics and replay links at principal.com/learnnow.
Email
January
April
July
October
All participantsParticipant e-magazine that provides timely tips and reminders to keep saving and planning
2018: English (PDF) | Spanish (PDF)
2017: English (PDF) | Spanish (PDF)
Email
March
June
September
December
All participantsAnnual challenge messages that highlight specific actions participants still need to take
2018 messages (PDF)
2017 messages (PDF)
Email

Nearing and entering retirement

TimingWho gets it?What do they get?How do they get it?
OngoingAge 55+ participantsAn annual planning message in their birth month (content varies by age)
Mail message (PDF)
Mail or email
JanuaryParticipants turning age 55 in the current year and any age 55+ participants who joined your plan in the prior yearRetirement transition program welcome messageMail or email
February
May
August
November
Age 55+ participantsRetirement transition program newsletter
2018 newsletters (PDF)
2017 newsletters (PDF)
Email

* This calendar includes messages we plan to send. The details may change. 

Want to add to these efforts?

You can — and it’s easy.

  • Log in to principal.com to get your plan’s enrollment materials.
  • Use the links on the right to find materials you can use to answer questions or encourage action.