Menu

Small business retirement plans

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. And 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

Retirement Plan packages

Startup plans for less than 100 employees

From start-up plan - $10 million in AUM

Welcome to Principal^®EASE

See how you and your clients can benefit from a Pooled Employer Plan

Up to $1 million

Principal Flex - with TPA Principal Flex - no TPA

$1 million - $10 million

Princial^® IMPACT

Talking small business retirement plans

Resources to help you prospect small business owners

Sample social media posts Sample emails

Small business start-up plan tax advantages

small-business-retirement-plans-start-up-tax-advantages-photo.jpg

10 tips to help grow your small plan business

Types of retirement plans

>

Help your small plan clients evaluate their benefits package

Efficiently benchmark your client's retirement plan. Get an output to review. Then, share the resource so they can compare their insurance benefits.

Compare benefits now

Retirement Plan packages

Startup plans for less than 100 employees

From start-up plan - $10 million in AUM

Welcome to Principal^®EASE

See how you and your clients can benefit from a Pooled Employer Plan

Up to $1 million

Principal Flex - with TPA Principal Flex - no TPA

$1 million - $10 million

Principal^® IMPACT

Simply Retirement by Principal^® 401(k) plan recordkeeping, and administrative services are provided through Decimal, Inc. dba Ubiquity Retirement + Savings (“Ubiquity”). Ubiquity is not affiliated with any plan and investment administrative services provided through Principal Life Insurance Co. or affiliated with any company of the Principal Financial Group^®. Principal makes available the investment options for customers to select through Simply Retirement by Principal. All other services are provided by service providers not affiliated with any company of the Principal Financial Group. Refer to related documents and agreements for more details on plan services available.

1198464-052020

Terms of Use | Disclosures | Privacy | Security | Report Fraud

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.

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.

©{{CurrentYear}} Principal Financial Services, Inc.