Web Content Viewer

Looking to improve results for your clients?

It’s no secret, automatic plan design features and personalized employee engagement can drive better outcomes.

Find out how we’re improving results for your clients and reaching employees in ways they prefer through educational resources — like My Virtual Coach — that are personalized, simple and actionable.

Three ways My Virtual Coach makes your job easier

Want to be very involved in employee education? Or do you want us to take the lead? Either way, My Virtual Coach has you covered and can help you:

  • Improve participant results for your clients.1 31 percent of people who enroll through My Virtual Coach contribute 10 percent of their salary or more. That’s compared to only 7 percent of people contributing 10 percent or more using traditional enrollment methods.
  • Share outcomes with your clients. Demonstrate employees’ progress to your clients with the help of our reporting capabilities. We’re expanding our Know Your Score Report to include My Virtual Coach reporting. So, you’ll be able to tell them how many employees engaged in conversations and took action as a result.
  • Provide education-focused topics. Employees can choose different paths in My Virtual Coach, but rest assured it only delivers educational information on saving for the long-term.

Have clients at Principal®?

You can help them make sure their employees get the relevant, personalized education they need to make smart savings decisions.

How? Encourage them to upload their employee work email addresses by sending this email. Your local service rep can provide a list of your clients to consider contacting.

We’ll support the effort, too. Starting in mid-April, we’re sending reminders to your clients on why it’s important and how they can provide their employees’ work email addresses.


We’re here to help. Contact your local service rep or call our Advisor Support Team at 800.952.3343.

For financial professional/institutional use only.

1 Principal from 01/01/2016 to 06/30/2016 for 401(k) and 403(b) plans. My Virtual Coach enrollment results from 23,998 eligible plans. Traditional enrollment results based on 24,127 eligible salary deferral service plans.

Insurance products and plan administrative services are provided by Principal Life Insurance Company, a member of the Principal Financial Group®, Des Moines, Iowa 50392.

© 2017 Principal Financial Services, Inc.


Back to News Home