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About Us Retirement research and thought leadership
Retirement research and insights
Featured insights

Navigating the cost of delayed retirement

An in-depth analysis reveals the financial cost and workforce challenges when employees aren’t financially able to retire when they want—and ways plan design can help.

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Read more: Cutting the cost of delayed retirement with an employee-first strategy

Retirement plan design best practices
A person putting a stack of papers on a desk

Plan sponsors face a pivotal shift in retirement plan needs. Discover the possible solutions for in-plan retirement income. Learn how they can help transform traditional retirement savings plans to support participants’ long-term financial security.

Explore how automated plan features may create a win-win scenario by helping employees achieve retirement readiness to retire on their own terms while reducing the significant costs of delayed retirement.

Six employees around a desk having a brainstorming session in front of a whiteboard with sticky notes.

Here we look beyond the retirement plan budget to uncover broader funding strategies. Delaying automated features may cost participants potential savings. From rethinking total rewards to leveraging tax incentives, organizations can find ways to implement these plan features without significantly increasing overall costs.

Five employees around a table discussing workplace benefits.

Some plan sponsors are concerned that adding automated features could come with additional organization costs. But waiting may cost participants more in potential savings. It’s possible to support these features strategically within the plan’s existing funding structure without compromising the balance sheet.

Worker in a hardhat and orange safety vest using a sledgehammer to break up a piece of concrete.

Help boost retirement savings for workers in physically demanding jobs using retirement plan automated features.

Two employees, a woman and a man, looking at and writing on a whiteboard in the office.

Have you ever considered whether the employer contributions made to your employees’ retirement plans are being used to help make the maximum impact to both the company and participants?

Why are employees not participating in their 401(k)s?

Discover three roadblocks preventing employees from participating in their retirement plans. Learn how plan design can impact participation amid changing employee demographics and new regulations.

Woman piloting a small aircraft wearing a headset and big smile.

Retaining top-tier talent in specialized roles typically requires more than standard benefits. Offering thoughtfully designed, customized retirement plan options is a way to address the unique needs of these professionals, helping ensure they feel valued and motivated to stay.

A woman and man in an office setting having a discussion.

When interpreting retirement plan data and statistics, a simple guideline is to flip the numbers to see the full story. This simple test can help employers and financial professionals better understand if plan design changes might be needed.

A woman celebrating her retirement with friends

Data shows that automated features such as automatic (auto) enrollment, auto-increase, and re-enrollment can significantly improve participation rates and help employees save for retirement. Explore cost-neutral ways of adding such automated features to your plan design.

 Image of a nurse smiling within a classroom of other nurses.

A significant shortage of registered nurses is projected through 2036. As health care administrators face challenges in both hiring and retaining nurses, there are opportunities to offer enhanced employee benefits to reduce nurse turnover.

Five young men and women gather in a semi-circle, smiling and collaborating on a work project.

Retirement plans today tend to be designed with features so the average person can begin saving with little effort. Yet, it’s seemingly not working for many employees. Instead of easier, do we need to make it harder to avoid?

Pension plan insights
Group of professionals seated around a table in an office, engaged in discussion with documents, pens, and laptops visible.

Strong markets and higher discount rates have typically improved pension funding levels. This can create opportunities for sponsors to protect gains, manage costs, enhance data accuracy, and prepare for long-term strategies like risk transfer and surplus asset management.

our employees, one of whom is standing, around a desk smiling and discussing business.

In today’s uncertain market environment, many plan sponsors are asking the same questions about risk, timing, and long-term strategy for their defined benefit (DB) plans. Get clear and practical insights to five of the top questions to help navigate key decisions with greater confidence.

Two men standing in a conference room looking at a tablet computer.

Discover how de-risking can help DB plans better withstand market volatility and protect funded status, using a recent market event as a case study.

Two co-workers at a whiteboard.

The recent market downturn is a stark reminder of the importance of using a strategy that seeks to lock in gains and reduces investment risk when the timing is right.

Five employees around a table discussing workplace benefits.

A comparison of the risk management options for defined benefit plans: Liability-driven investing, annuity buy-outs, and annuity buy-ins.

Bearded Indian business man watching online webinar on laptop computer.
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.