Principal Total Retirement Suite
Multiple retirement plans. One service provider.
Managing more than one kind of retirement plan can be time-consuming — for you and your clients. We can make it easier.
Principal Total Retirement SuiteSM helps plan sponsors with more than one type of retirement plan. It streamlines the sponsor’s management of the plans by putting them under a single service provider.
We can help with any combination of these plan types:
- Defined Contribution (DC)
- Defined Benefit (DB)
- Nonqualified Deferred Compensation (NQ)
- Employee Stock Ownership Plans (ESOP)
Whatever the plan type, help people retire. Visit our site for retirement income.
This information is intended to be educational in nature and is not intended to be taken as a recommendation.
Principal Total Retirement SuiteSM streamlines plan administration for your clients by:
- Providing a single point of contact
- Eliminating duplicate submissions to multiple providers
For your participants, it shows them the big picture — with a simpler experience — through:
- Combined statements
- One website for account information
- Integrated education and financial wellness
You can feel good recommending Principal®. We were one of the first providers to offer total retirement solutions. And we don’t outsource recordkeeping to do it.
In fact, we’re one of the leading service providers for each of the four main types of retirement plans:
1PLANSPONSOR DB Administration Survey, May 2019
2Based on number of recordkeeping plans, PLANSPONSOR Recordkeeping Survey, July 2018
3Based on number of plans, PLANSPONSOR Recordkeeping Survey July 2018
4Based on total number of NQDC Section 409A plans only, PLANSPONSOR Recordkeeping Survey, July 2018
Marketing materials for Principal Total Retirement Suite
Principal Total Retirement Suite Products and Offerings (PQ6859)
This flier looks at Principal Total Retirement Suite opportunities in defined benefit, defined contribution, tax-exempt, ESOP and combinations of these services.