Participant engagement materials in one easy-to-find location.
Through our extensive research and interviews, we heard you and we’re delivering. The materials you rely on for group education and participant education meetings are available right here.
Encourage employees to enroll in the retirement plan.
Enrollment
Helping participants understand their company’s retirement plan so they can make smart decisions today and going forward in order to reach their retirement goals.
Principal.com/welcomedemo landing page: English
Enrollment meeting presentation: English
Help participants contribute more and provide basic financial education and resources.
Money 101: Where Do I Start?
Taking a look at some things participants can do with their paycheck, so it’ll be easier for them to get started or build on what they've done with their money so far.
Checklist English
Seminar English
Budgeting Basics
How to put a budget in place and how to use that budget to work toward the goals participants are hoping to achieve.
Household Budget Worksheet English* | Spanish
Debt Reduction
Talking about debt—what it is, how to identify when it may be concerning, and, most importantly, how to manage it.
Handout English
Know Your Score
One quick number can help make a big impact on participants' financial future. Help them find their Retirement Wellness Score, understand what it means, and how to take steps to improve it.
Retirement Plan Basics
Learn about the importance of saving for retirement and how to utilize your retirement plan to meet your retirement goals. Understand the basics like how to save, how much to save, how your savings grows, and more.
On-demand presentation English | Spanish
Taking a Financial Snapshot
Social media and selfies have shaped how we see ourselves. Let's take that concept and apply it to finances, so participants can evaluate their situation and become armed with the knowledge to help reach their financial goals.
Seminar English
On-demand presentation English
Will & legal document
Risk planning for family, finances — and the future.
Materials to help answer participant questions and build their confidence.
Investing Basics
Tips on coping with the ups and downs of the market.
5 basic investing tips handout English | Spanish
Diversification handout English
Household Budget Worksheet English* | Spanish
Increase your Investing IQ seminar English
Investing Basics seminar English
Investor profile quiz English | Spanish
Market volatility
How to help with the concept of investing, including 5 important ideas to get participants started.
Webinar English
Rebalancing
Talking to participants about rebalancing investments in their account within the retirement plan and the options they have to do so.
Help participants prepare for their retirement.
Catch up contributions
For participants who may want to consider catch-up contributions to save more for retirement.
Social Security & Medicare
Help participants get the most out of their Social Security and Medicare benefits by learning the basics. These materials show how Social Security and Medicare factor into the retirement plan.
Seminar English
Hello, retirement
Those nearing and in retirement probably have questions, and maybe a few worries. These materials cover possible ways to help overcome some of those worries — so they can enjoy this next phase of life.
Handout English
Seminar English
Estate planning
Outlines what a good estate plan can do for participants - and their loved ones. Includes 10 tips when creating an estate plan.
Handout English
Seminar English
Help participants access or navigate their Principal account, app, and more.
Milestones
There's a lot to think about when it comes to finances—both now and later. And it can be difficult to know where to start. Let's talk about financial priorities and finding the right balance.
Seminar English
Flyer English
Poster English
Connect to Principal Resources
Help participants start saving for retirement and share a few resources and information to help them save the right amount for their situation.
On-demand presentation to share with participants.
Plans with a match English | Spanish
Plans without a match English | Spanish
Account access
Use these resources to help participants access their account when and how they want.
Online and mobile resources
Guide outlines helpful resources at participants' fingertips so they can stay connected - anytime, anywhere.
Learn more
Contact your local Principal® representative or your support team, or call