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

Working with a single recordkeeper can boost plan engagement by

illustration of a pie chart stating thta working with a single recordkeeper can boost plan engagement by nearly 20%.

What our research says about working with a single recordkeeper

Dig deeper into the data to learn valuable insights to help you, your business, and your clients.

Insights for financial professionals

Information for employers

Additional resources

If you're a financial professional interested in learning more about Principal®Total Retirement Solutions, be sure to visit our website.

Want to learn more?

Check out these helpful resources and materials below. Still have questions? Reach out to your local Principal® representative or support team.

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.


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