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Maneuvering the multi-plan retirement landscape

When it comes to working with multiple retirement plans, the goals are usually saving time, boosting engagement, and helping provide positive outcomes. And working with a single recordkeeper may be helpful to both businesses and their employees. See what our research recently uncovered.

Are there advantages to working with a single recordkeeper?

New research from plan sponsors spotlights how having a holistic view of multiple retirement plans can benefit both employers and their employees.

7 ways to help position your clients and their employees for retirement success in 2022

Get the latest findings from our research insights summary (PDF)

Cropped shot of a group of retirement industry colleagues in the office having a meeting and discussing financial plans for the future.

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Dig deeper into the data by filling out the form here. You’ll gain access to valuable insights to help you, your business, and your clients.

Working with a single recordkeeper can boost plan engagement by

Additional resources

For more information about how Principal^® Total Retirement Solutions can work for you and your clients,

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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

Retirement research & thought capital

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.

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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.

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