Defined Benefit pension plans
Defined Contribution plans

Custom pension strategies from the #1 DB provider

Help your clients meet their goals and minimize risk by working with our team.

3 pension strategies to consider this year
Pension solutions that help reduce risk and manage volatility

Our cutting-edge technology (PDF), vast experience and reliable service can make managing DB plans simpler and more effective. And when market conditions change, your clients can quickly make educated decisions to help reduce risk.

Watch this video for two steps you can take to help clients manage volatility. (Get transcript)

Managing your clients’ defined benefit plan risk and investments

Our expertise lies in developing custom, technology-first solutions to help your clients gain control over their plan costs. We also offer resources like the Principal® Pension Risk Management Dashboard to help you make informed risk management decisions.

RESOURCES
Share defined benefit plan insights with your clients

Differentiate yourself in a competitive market

Wondering how to approach DB plan sponsors? Let us help identify potential areas of opportunity. Our DB professionals can help with personalized, robust strategies.
Young professionals in a low-key office setting

An industry leader in pension risk transfers  and guiding defined benefit plan terminations

We can help with custom DB plan termination strategies from development to execution. And if that strategy includes a pension risk transfer, we can help with that too.

Share these DB plan termination resources with your clients.

See if a pension risk transfer may be right for your client.

Learn more

To get started, contact your local Principal® representative or support team:

Total Retirement Solutions

Footnotes

PLANSPONSOR Defined Benefit Administration Survey, May 2021. Ranking is based on total number of DB plans. #4 Pension risk transfer provider. Based on total PRT assets, LIMRA Secure Retirement Institute, as of December 31, 2021.