Key Employee Retention & Retirement
Having the right tools to recruit, reward, retain, and retire key employees can make all the difference for a business. Work with us to help your clients address these sorts of issues and achieve their business goals.
We offer different types of solutions to match your needs – from employer-sponsored deferred compensation plans to bonus plans for specific business entity types. And, with all our solutions, you’ll benefit from our solutions, expertise, and service – all in one place.
Look at all we have to offer:
- Key Employee Retention and Retirement Capabilities Brochure (BB12064) (PDF)
- Deferred Comp Capabilities Brochure (BB9406) (PDF)
And who better for you and your clients to trust than the No. 1 provider of nonqualified deferred comp plans?*
* Based on number of NQDC plans (excluding 457 plans), PLANSPONSOR 2022 Defined Contribution Recordkeeping Survey, July 2022.
Key materials listed below.
Business Solutions Customer Profiles Flyer (BB11233)
Identifies the best prospects based on industry, size, years in business, sales volume, and entity type.
Businesses come in different shapes and sizes. Our flexible platform addresses the varying needs of your clients. Solutions designed specifically for both for-profit and tax-exempt organizations are available.
For-Profit Solutions
Bonus, deferred comp, and split dollar solutions including:
- Bonus
- Bonus – LLC Member
- Bonus – S Owner
- Deferred Comp – Defined Benefit
- Deferred Comp – Defined Contribution
- Deferred Comp – Incentive Bonus
- Deferred Comp – Select Reward
- Deferred Comp – SERP
- Endorsement Split Dollar
- Loan Split Dollar
Key Employee Benefits Concepts Guide (BB8998)
View a comprehensive overview of our bonus, deferred comp, and split dollar solutions.
View (PDF) • Order
Key Employee Benefits Plan Comparison (BB9736)
Compare the basic features of bonus and deferred comp solutions.
View (PDF) • Order
Decision Trees (For-Profit)
Gather information and match prospects and their challenges with our key employee retention and retirement solutions.
- Decision Grid for C Corporations (BB11384)
View (PDF) • Order - Decision Grid for S Corporations-LLC (BB11383)
View (PDF) • Order
Tax-Exempt Solutions
Bonus, deferred comp, and split dollar solutions including:
- Bonus (Tax Exempt)
- Deferred Comp – 457(b)
- Deferred Comp – 457(f)
- Deferred Comp – Select Reward (Tax Exempt)
- Endorsement Split Dollar
- Loan Split Dollar
Plans for Key Employees of Tax-Exempt Organizations (BB9777)
Compare the key employee benefit solutions available to meet various organizational needs.
View (PDF) • Order
Compare Key Employee Benefit Plans for Tax-Exempt Organizations (BB10052)
Use this comparison matrix to help determine which plan design best meets the client's need.
View (PDF)
Decision Trees (Tax-Exempt)
Decision Grid Tax-Exempt Organizations (BB11385)
View (PDF) • Order
Key Employee Retention and Retirement Approach Email (LF952)
Send business owners a video link to get them thinking about how they could benefit from key employee benefits.
View (OFT)
Guaranteed Issue Producer Email (LF1067)
Highlights how Guaranteed Issue can make it easier to deliver life insurance solutions for key employees. Includes a link to the Guaranteed Issue success story and other helpful tools to get started.
View (OFT)
Deferred comp-specific emails
Primary Uses of Deferred Comp Plans Email (LF625)
Highlights for employers the primary uses of deferred comp plans and how they can benefit the organization and key employees with information on refunds and failed participation testing on qualified plans.
View (OFT)
Popularity of Deferred Comp Plans Email (LF368)
Employers can hear from a deferred comp plan sponsor on why these plans are popular with key employees.
View (OFT)
Overcoming 401(k) Refunds and Limits Email (LF296)
Provides employers with information on refunds and failed participation testing on qualified plans.
View (OFT)
Total Retirement Solutions and Deferred Comp Plans Email (LF384)
Demonstrate to employers how a qualified plan for all employees and a deferred comp plan for key employees can be packaged together under one effective platform.
View (OFT)
Safe Harbor Comparison Email (LF879)
Helps employers compare two popular retirement plans - safe harbor and deferred comp.
View (OFT)
Note: For emails, you are responsible for complying with all CAN-SPAM legislation and maintaining your own opt-out database. Using these emails constitutes your agreement to follow our terms of use (BB10937).
Consumer seminars – Principal-branded seminars for business owners are available.
Identify your client’s specific needs using our Retirement Wellness Planner (www.principal.com/yourfuture).
Key Employee Benefits Capabilities Brochure (BB12064)
Talk to businesses about how key employee benefits can help them with their business goals, as well as help retain key employees.
View (PDF) • Order
Key Employee Benefits Video (BB12083)
Highlights how key employee benefits can help businesses recruit, reward, retain, and retire their top talent.
View (2:00)
Tax Diversification to Maximize Income Flyer (BB9751)
Compare the tax implications of executive bonus plans and other sources of retirement income.
View (PDF) • Order
Retirement Gap Chart Detail Flyer (BB9605)
Shows how supplemental retirement plans can help bridge the retirement income gap. Includes annual limits for qualified plans and IRAs.
View (PDF) • Order
Know your score handbook (PT377)
Encourage clients to know and take action to improve their retirement wellness score using this handbook and the retirement wellness calculator.
View (PDF) • Order
Deferred comp-specific materials
Client Testimonial Video (BB12238)
Shows how one employer uses a deferred comp plan to enhance its benefits plan for recruiting and retaining a strong leadership team.
View (3:05)
Deferred Comp Capabilities Brochure (BB9406)
Outlines our comprehensive plan-level expertise and services for employers and their plan participants.
View (PDF) • Order
Comparison of Pre-Tax and After-Tax Investments for Employees (BB9602)
Demonstrate to clients and prospects the benefits of deferring compensation on a pre-tax basis.
View (PDF) • Order
Meet Dan - Q&A with a Business Owner flyer (NQ70B)
A business owner who implemented a deferred comp plan shares his situation and perspectives, and why the plan worked for his business.
View (PDF) • Order
Deferred Comp Leadership Flyer (BB9750)
Demonstrate the deferred comp capabilities of Principal with leadership and financial strength statistics.
View (PDF) • Order
Training and education tools - Business solution sales guides and training presentations for personal development or for creating presentations for financial professionals.
Stand out in the business market flyer (BB11368)
Get details about our solutions, expertise, and service to help you and your business clients before, during, and after the sale.
View (PDF) • Order
Deferred comp-specific materials
Discussion tracks (BB10227) (Tax-exempt version: BB10227TE)
Discussion tracks to use in conversations with prospective deferred comp clients.
View (PDF) • Order • View tax-exempt (PDF) • Order tax-exempt
Countering common objections flyer (BB10547)
Use this piece to overcome clients' hesitations about deferred comp plans and help them make an informed decision.
View (PDF) • Order
Advanced Markets Information
Technical, in-depth material on specific topics related to key employee benefits.
View Advanced Markets Information
1688361-062021