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Building plan designs that work

If you have clients who haven’t made a change to their retirement plan design in quite some time, this could be the motivation they need.

2018 Plan Sponsor of the Year
Plan Sponsor Council of America (PCSA) Signature Award

Show these inspirational stories from award-winning plan sponsors to your clients and let them know they have choices to update their organization’s plan. That it doesn’t matter what industry, the number of employees or the asset size of the company. Any employer can design a best-in-class retirement plan to meet the needs of their employees.

Use the Retirement Readiness Quick View and advanced modeling planner to show your clients that a few changes to modernize their organization’s plan can possibly make quite an impact.1

Congratulations to the following Principal clients:

  • 2018 Plan Sponsor of the Year – finalists:
    • Negwer Materials, Inc.
    • Midwest Family Mutual Insurance Co.
    • Restek Corporation
    • Golder Associates, Inc.
    • Nu Skin Enterprises (category winner)
    • RLI Corp.
  • Plan Sponsor Council of America (PSCA) Signature Award:
    • Movement Mortgage, LLC
    • Golder Associates, Inc.

1. The advanced modeling planner is available for most, but not all, defined contribution plans. If it’s not available for your organization’s plan, contact your service team any time for plan-specific review and consultation.

Insurance products and plan administrative services provided through Principal Life Insurance Co. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392.

©2018 Principal Financial Services, Inc.


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