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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 employers and employees for retirement success (for financial professionals)

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

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Working with a single recordkeeper can boost plan engagement by

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.

Read the full survey findings

(PDF)

Insights for financial professionals

Maximize the power of employer-sponsored retirement plan benefits (PDF)

Visit Principal^® Total Retirement Solutions for additional information.

Information for employers

Find out how a retirement strategy with multiple plans can benefit from a single service provider.

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.

Support for financial professionals

Information for businesses and employers

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Retirement research, news, and 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.