Small business retirement plans
(and tax-exempt organizations, too)

Principal® Flex

Principal® Flex – Open

Retirement plans up to $1 million

Working with a TPAWhen there's no TPA involved

Principal® IMPACT

Retirement plans from $1 mil -- $10 mil


Principal® IMPACT

Finding—and working with—small business owners

Small business and tax-exempt retirement plans can be a great way to increase and diversify your revenue. But we understand it helps to be efficient when working with smaller employers. That’s why we focus on simple and affordable retirement plan features that don’t cut back on services or options.

Call us for a quote: 800-952-3343


On-demand webinar: What's changed? A fresh look at pitching small plans.

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Resources to help you prospect small business owners

Sample social media postsSample emails

Get the details 

Small business retirement plan packaging

When working with a TPAWhen there's no TPA involved

Get the details 

Small business retirement plan packaging for 
$1 million - 10 million sized plans

Principal® IMPACT

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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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