Small business retirement plans
Small business retirement plans

Small business retirement plans, big opportunities

50% of small business owners haven’t consulted with a financial advisor about a 401(k) plan. That’s where you come in.

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An efficient way to grow your small business retirement plan

Small business and tax-exempt retirement plans can be a great way to increase and diversify your revenue. But we understand you also want to be efficient when you work with smaller employers. That’s why we focus on simple retirement plan features that can be set up quickly and don’t cut back on services or options.

Like you, we have a passion and commitment to helping more people and businesses make progress and achieve financial security. With a full spectrum of retirement plans that can grow with your clients, you help make it possible for more people to reach their long-term goals.

Client needs assessment

Explore this interactive experience to see what might be a good fit for your clients.
 
Retirement plan solutions for growing businesses

Pooled employer plans

  • Start-up plans to $25 million in AUM
  •  Saves time and shifts risk from clients to designated fiduciaries

Discover Principal® EASE.
 

Learn more

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

Total Retirement Solutions

Footnotes

Cogent Retirement Planscape research, May 2021.

Intended for Financial Professionals

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 financial professionals 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. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392. Certain investment options and contract riders may not be available in all states or U.S. commonwealths.

© 2021 Principal Financial Services, Inc.