The Health Care industry has a seat on our client council, which provides the opportunity to help shape how we deliver our services, allocate IT resources, and build new products and services.
Unlike other providers, retirement is at the heart of our business. Retirement and asset management operations represent 94% of our assets under management.* We're committed to serving our retirement clients and investing in our business.
Our people shape and reinforce our culture of service, inclusion, and innovation while helping our customers reach their goals for financial security and live their best lives.
We typically receive industry accolades like these proving we make our values come to life.
Barron’s, February 2022
Forbes, April 2021
Ethisphere Institute, February 2021
The Health Care industry has a seat on our client council, which provides the opportunity to help shape how we deliver our services, allocate IT resources, and build new products and services.
With Principal® Total Retirement Solutions you'll have one simple experience on a streamlined digital platform with one experienced relationship manager and one experienced team instead of multiple service providers. Plus, your employees can check their retirement benefits with just one click, one call, one app.
Prisma Health will continue to be served in our Signature team, which includes our largest and most complex clients. This team focuses on clients like you with defined contribution, defined benefit and nonqualified plans.
Clients in our Signature Team who have $1 billion or more in plan assets represent:
Key to our understanding of $1 billion plans is the 23.4-year average service tenure we have with this specific team. The Senior Relationship Directors who serve our $1 billion plan clients draw on an average of 27 years of industry experience and knowledge to offer their perspective that helps move plans forward.6
Our experience with $1 billion plans means we won’t force Prisma Health into a box – we’ll create processes that work for Prisma Health and their plans. Our flexibility and experience in designing and implementing administrative processes for Prisma Health can reduce their workload and efficiently help Prisma Health administer their retirement program.
* Based on number of Section 409A plans, PLANSPONSOR NQDC Recordkeeping Survey, July 2021.
** Principal Financial Group was founded in 1879 and began managing retirement assets and providing nonqualified retirement plan services in 1971.
Participants can access applicable Prisma Health plans in the app
Participants can access applicable Prisma Health plans from the homepage
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Mobile-first approach
The Principal® app makes it easy for participants to manage their account on the go and plan for their future.
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Our approach, paired with third-party expertise, provides flexibility to act quickly on any potential threats. We go beyond the Department of Labor cybersecurity best practices by: