Web Content Viewer

You take care of your clients. We’re here to help.

You take care of your clients every day. And it's only fitting you expect this from your retirement plan service providers, too. In fact, we know flawless plan sponsor service is one of the top things advisors like you look for when choosing where to place your retirement plan business.1

That’s why we wanted to share some good news from the Market Strategies International Cogent ReportsTM Retirement Planscape® survey. Cogent asked more than 1,400 plan sponsors about their experiences with more than 30 defined contribution plan service providers, and Principal® earned number one rankings in four categories:2

  • Satisfaction with plan provider
  • Range of investment products
  • Participant website and online capabilities3
  • In-plan retirement income offering

The results recognize that we care about:

  • Delivering quality service and satisfaction
  • Letting you and your clients choose from a wide range of investment options
  • Providing participants with online educational resources like Retirement Wellness Scores, the Retirement Wellness Planner and My Virtual Coach interactive conversations
  • Giving participants choices to turn their retirement savings into retirement income

You can count on us to take care of your clients, right along with you. And you can feel confident putting your trust in us.

Learn more about who we are, and the service we provide. And keep in touch. We like to hear your feedback, too. Contact your local Principal rep or our Advisor Support Team at 800-952-3343.

1. Brightwork Partners Advisor Survey, May 2017.

2. Market Strategies International Cogent ReportsTM Retirement Planscape®: Maximizing Plan Provider and Investment Manager Success in the DC Retirement Market, May 2017.

3. Principal tied for number one in this category.

Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392. Certain investment options/products may not be available in all states or U.S. commonwealths.

293897-102017 | © 2017 Principal Financial Services, Inc. | 10/2017

For financial professional/institutional use only.

Back to News Home