What’s new on the Retirement Plan Dashboard

We use the feedback you provide to continuously improve your experience. Click through the screens below to learn more about the latest enhancements.

Retirement Plan Dashboard

You can now look up a defined contribution (DC) plan in addition to individual participants.

 

Take a tour
 
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Defined contribution client list

Search a list of your DC clients and access a plan-level view that brings together some key plan details in a few easy-to-navigate tabs.

 
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Plan summary

Easily access plan health information, plan provisions and quick links for things like:

• fees

• notices

• client tasks

 
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Investment details

See at-a-glance information, search and easily download all available investment options within the plan.

 

 
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Participants invested

Easily see the participants currently invested within each available investment option and download the list with the click of a button.

 

 
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Customize and download (or order) participant enrollment materials and forms

The updated Retirement Plan Dashboard guide shows you how you can do this directly from the Retirement Plan Dashboard.

 
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Participant lookup

Search a participant by name from the main Retirement Plan Dashboard page.

 

 
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Our advisor website helps you quickly get the information you need, saving time and simplifying client and participant interactions.

When things run smoothly for clients, you have time to do more - adding to your bottom line.

Need help?

Contact the Advisor Support Team
at 800-952-3343

 

Carefully consider the Fund's objectives, risks, charges, and expenses. Contact your financial professional or visit principal.com for a prospectus, or summary prospectus if available, containing this and other information. Please read it carefully before investing.
 
Before directing retirement funds to a separate account, investors should carefully consider the investment objectives, risks, charges and expenses of the separate account as well as their individual risk tolerance, time horizon and goals. For additional information contact us at 800-547-7754 or by visiting principal.com.
 
Investing involves risk, including possible loss of principal.
 
Asset allocation and diversification does not ensure a profit or protect against a loss. Equity investment options involve greater risk, including heightened volatility, than fixed-income investment options. Fixed-income investments are subject to interest rate risk; as interest rates rise their value will decline.
 
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 advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
 
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