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Financial wellness grows
in importance

Our recent research shows that both plan sponsors and participants view financial wellness as a key part of their retirement journey. Find out how and why consumers are prioritizing financial wellness in today's world.
Family sitting at kitchen table while multi-tasking financial decisions and feeding their children.

Financial well-being and the COVID-19 pandemic: A retrospective with steps clients can consider

The pandemic has touched almost every facet of life—including how people set priorities, plan for the future, and how they interact with money. Get the inside look now at what we’ve uncovered through a year’s worth of research.

The Q3 version of the Principal® Retirement Security Survey (Sept 2021) features new insights on consumers’ current economic confidence and challenges plan sponsors face in terms of retaining and attracting talent. Learn more about current sentiments and dive deeper into the results:

Plan sponsor


FIELDED IN SEPTEMBER 2021

Consumer


FIELDED IN SEPTEMBER 2021

Principal® Retirement Security Survey Q3

Three women sitting across table at work, discussing a project while wearing masks through a pandemic.
Woman on cell phone while standing by side of road and needing assistance.

Help clients keep good money habits post-pandemic (and address their worries)

Our research shows Americans have become more focused on their finances during the pandemic. Here’s how you can help both individuals and plan sponsors keep up good habits and address concerns.

In the Q2 edition of our Principal® Retirement Security Survey―and the fifth conducted since the start of the COVID pandemic―we’ve gleaned several notable findings around how plan sponsors and participants view financial wellness, retirement planning, and more. Gain key insights from our research summary or dive deeper into the complete Q2 results:

Plan sponsor


FIELDED IN JUNE 2021

Principal® Retirement Security Survey Q2

Consumer


FIELDED IN JUNE 2021

Principal® Retirement Security Survey Q2

young woman and business owner smiling while working at her small market business.
Man sitting in chair while looking down at laptop and reading about his client's outlook.

Retirement outlook differs among plan sponsors and their participants 

We see big discrepancies in what a plan sponsor feels they offer through a retirement plan and how well they think employees will take advantage of it, while participants have a more positive outlook. And that presents opportunities to make plans more effective.

Learn more

Contact your local Principal® representative or your support team:

Annuities and income solutions: 866-309-1623

Retirement plans: 800-952-3343

Mutual funds: 800-222-5852

This information is educational only and provided with the understanding that Principal® is not rendering consulting, legal, accounting, investment or tax advice. You should consult with appropriate individuals including counsel, financial professional or other advisors on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.


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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.
 

Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392.
 
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