Small business retirement plans, big opportunities
50% of small business owners haven’t consulted with a financial advisor about a 401(k) plan. That’s where you come in.1
Get prospecting resourcesSmall business retirement plans, big opportunities
55% of small business owners haven't consulted with a financial professional.* That's where you come in.
Get prospecting resourcesAn efficient way to grow your small business retirement plan
Small business and tax-exempt retirement plans can be a great way to increase and diversify your revenue. But we understand you also want to be efficient when you work with smaller employers. That’s why we focus on simple retirement plan features that can be set up quickly and don’t cut back on services or options.
Like you, we have a passion and commitment to helping more people and businesses make progress and achieve financial security. With a full spectrum of retirement plans that can grow with your clients, you help make it possible for more people to reach their long-term goals.
Explore this interactive experience to see what might be a good fit for your clients.
Expand your business
10 tips to help grow your small plan business
Retirement plan solutions for growing businesses
Start-up 401(k) plans
Plans with fewer than 100 employees
All-digital, faster proposals for clients
Explore Simply Retirement by Principal®.
Pooled employer plans
Start-up plans to $25 million in AUM
Saves time and shifts risk from clients to designated fiduciaries
Discover Principal® EASE.
Flexible retirement plans
Plans with up to $1 million in AUM
Investment flexibility and simplified fee structure
Learn about Principal® Flex – when working with a TPA or without a TPA.
Ready to help small business clients start a retirement plan? We can help.
Get started by filling out this form and we’ll get in touch with you.
Contact your local Principal® representative or your support team, or call 800-952-3343.
1 Cogent Retirement Planscape research, May 2021.
Intended for Financial Professionals
The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other financial professionals or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
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. Certain investment options and contract riders may not be available in all states or U.S. commonwealths.
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