Dig deeper into the data to learn valuable insights to help you, your business, and your clients.
Insights for financial professionals
Nearly 20% retirement engagement based on the difference between 73% engagement for single recordkeepers vs. 62% multiple recordkeepers.
Principal has summarized the analysis of the 2021, NMG Consulting multi-plan recordkeeping arrangements survey, commissioned by Principal. NMG Consulting is not affiliated with any member of the Principal Financial Group.
1822133-092021