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Retirement Plan Participant Tools & Resources

You'll find content here about financial topics designed to help retirement plan customers from the Principal Financial Group® (The Principal®).

Inside the Spring 2015 Issue

Still image from Jean Chatzky video.

You’ve moved on, but has your money?

Consolidating retirement savings accounts can be simple and may have several advantages, such as saving you time and effort.

Picture showing a man and his son.

Check your beneficiary designation today

Life changes, make sure beneficiary designations match your current wishes.


Infographic showing how people plan to use their tax refund.

Tax time — Americans banking on a refund

Are you one of the 66 percent of American employees who expect a refund at tax time this year?

Picture showing a woman and her daughter

Feeling sandwiched? You’re not alone.

There is no one-size-fits-all solution, but some simple tips and guidelines may help with juggling various financial demands.


Graphic of the Know Your Score challenge

Take the Know Your Score Challenge

Discover your Retirement Wellness Score and enter for a chance to win a Pebble® smartwatch.


Spanish Version

Sign up to receive future issues in Spanish (available to current retirement plan participants only).

Have a question? Call us at 1.800.986.3343

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