Research, insights, trends, and useful information to help your business and your clients, and to strengthen and grow your practice.
Business Owner Insights
New insights from owners of small and midsize businesses can help you start planning conversations about what’s important to them.
Download the takeaways:
Principal Small and Midsize Business Sentiment
Today’s top business issues and themes impact both decision makers and employees. What do the two groups agree on and where do they differ? Explore our findings by benefits, issues, and more.
Retirement research and insights
Find plan design best practices, pension plan insights, and more.
Global insights
Learn what Principal experts and research have to say on financial impacts for people and businesses.
How do trends, economic conditions, and business needs impact the guidance you offer clients? These white papers and findings may help.
- One Big Beautiful Bill of 2025 (PDF)
- Funding a buy-sell agreement (PDF)
- Structuring a buy-sell agreement (PDF)
- How to transfer carriers (PDF)
- Estate planning and taxes (PDF)
- Insights on the millennial market (PDF)
- Boosting employee retention in a competitive market (PDF)
- Life insurance in qualified plans (PDF)
- Non qualified deferred compensation insights (PDF)
- Succession planning options (PDF)
- Supplemental benefits (PDF)