Group Retirement Benefits

Preferred Solution

As the nation's 401(k) leader, the Principal Financial Group® (The Principal®) offers a broad array of products and services to meet your retirement plan needs.

Proposal Request From

* Indicates required field

Company Name *

Name *

First

Last

Email *

Number of Employees *

Estimated Annual Payroll *

Will you contribute or match? *

Yes No

Current Plan Provider *

Current Plan Size ($) *

Current Plan Participation *

Submit

Which Retirement Solutions Should You Consider?

Individual 401K

Employer only businesses including sole proprietors, partnerships, corporations, non-profit (May employ spouse)

401K	Sole proprietors, partnerships, corporations, non-profit

403	Employees of public schools and 501(c)(3) organizations

Section 457

Employers eligible to set up plans under Section 457(b) are states, political subdivisions of a state (e.g., cities and counties), agencies and instrumentalities of a state or political subdivision thereof, and organizations exempt from tax under IRC Section 501

Profit Sharing/Money Purchase

Sole proprietors, partnerships, corporations, non-profit, government entities

Defined Benefit vs. Defined Contribution

A defined benefit plan is an employer-sponsored retirement plan providing a predetermined benefit for the plan participant at retirement.

A defined contribution plan is an employer-sponsored retirement plan allowing contributions to be made for employees, which are generally based on a percentage of the employee’s compensation.

Business Retirement