Plan review
Find out more about the plan review process and benefits.
Positioning your plan for success
A retirement plan review helps you fulfill fiduciary obligations and understand the value of a financial professional, a third party administrator (if working with one) and Principal®.
What's covered during the retirement plan review meeting?
A typical meeting includes:
- A consultative plan health conversation based on the plan
- Complete plan review, including plan design and investment options offered
- Support of participant education and communication efforts
Benefits for everyone
Your benefits
- Your financial professional and TPA working closely together
- Comprehensive and easy-to-understand plan review
- Immediate action items for consideration
- Confidence and validation with industry benchmarking
Your financial professional/TPA benefits
- Meeting preparation–before, during and after client meetings
- Flexibility–the Principal team can be involved as much as needed
- Thorough plan review–critical information at your fingertips
Schedule a meeting
Call 866-904-6688, ext. 32077
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