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Bring on the retirement education challenge

You know as well as we do that it’s a challenge to motivate retirement plan participants. But it’s not impossible. We just need to engage in new, personalized ways.

Enter the 2018 education program

If you help with participant education, you’ll want to check out updated content in The Spot for Retirement Education. You’ll find materials you can download and see what we plan to send to participants. You’ll also notice that the education experience keeps getting more personalized and interactive.

Participants get the right message at the right time – as long as we can connect. To make that connection possible, we continue to focus on the importance of email addresses and online account access.

Education, action and badges, oh my

The “You’ve Earned It!: Financial wellness awards,” challenge is new for 2018. It nudges participants to earn digital badges while taking important, personalized steps like setting up their online accounts, checking their Retirement Wellness Scores and completing My Virtual Coach conversations. It’s modern, fun and motivational.

Download education resources and access education results

You can count on us to help you, your plan sponsors and their participants by providing ongoing education that’s personalized and easy to understand. It’s also important to know what’s working. You and your clients can find engagement results when you log in to the employer website. From the account summary page, select Participants, then Enroll & Educate.

Want more? These resources explain our approach to participant engagement and the annual education challenge.

Please contact your local Principal rep or our Advisor Support Team at 800-952-3343 if you have any questions.

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.

296454-112017 | © 2017 Principal Financial Services, Inc. | 11/2017

For financial professional/institutional use only.

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