Small business retirement plans
(and tax-exempt organizations, too)

Finding—and working with—small business owners

Small business and tax-exempt retirement plans can be a great way to increase and diversify your revenue. And we understand it helps to be efficient when working with smaller employers. That’s why we focus on simple and affordable retirement plan features that don’t cut back on services or options.

Call us for a quote: 800-952-3343

Retirement Plan packages

$1 million - $10 million

Principal IMPACT: Learn more

Up to $1 million

Why now is the right time to target the small business plan market


10 tips to help grow your small plan business


Resources to help you prospect small business owners

What does a good prospect look like?


Small business retirement plans, big opportunities


Talking small business retirement plans


Retirement Plan packages

$1 million - $10 million

Principal IMPACT: Learn more

Up to $1 million

Why offer a competitive retirement plan? A resource for plan sponsors


Types of retirement plans


Small business start-up plan tax advantages


Help your small plan clients evaluate their benefits package

Efficiently benchmark your client's retirement plan. Get an output to review. Then, share the resource so they can compare their insurance benefits.

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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, Iowa 50392.
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