Group Retirement Plan Services

More than just a plan.

No matter what your business size, your budget, or your needs, the Principal Financial Group® (The Principal®) can help you customize a comprehensive retirement solution that’s easy to manage and simple to administer to meet the needs of your organization and your employees.

And working with an established and experienced plan provider like The Principal means gaining access to our experienced staff – independent enrolled actuaries, plan document specialists, plan compliance experts, trust specialists and more. 

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Designing your retirement plan for success.

At The Principal, the success of your retirement plan isn’t just about your participation and deferral numbers. It’s about the real retirement readiness of your plan participants.

Our approach to retirement readiness is rooted in behavioral finance and our own 70+ years of retirement expertise. Principal® PlanWorks is our solution for the retirement readiness challenge. Our holistic approach includes:

  • Retirement ready plan designs
  • Participant experience platform
  • Strategic measures

Our goal is to not only drive participation and deferrals in your plan, but also to help your employees understand how saving for retirement could affect them—and what to do to improve their likelihood of success.

Support for your success.

We take plan design seriously, helping employers to understand best practices that facilitate greater retirement readiness.

Our comprehensive annual Retirement Readiness Report details overall participant behavior, helps you track employees’ retirement readiness, and includes expert recommendations for plan design adjustments to create better outcomes.

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Automatic Rollover Services
Principal Bank offers an automatic rollover service that can help save time, save money, and reduce fiduciary risk.
Comprehensive services for employee benefits
We have services to support you across all employee benefits.
We're here to help

Get help for employers, or call us at 800-952-3343 ext. 22681.

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