A new planning tool from the Principal Financial Group helps streamline the process of participant education by giving financial professionals access to a comprehensive library of education plans and materials, the company said.
Financial professionals can use the Participant Education Planning Tool to help retirement plan sponsors increase participation, salary deferrals and overall participant satisfaction with the plan. The tool helps them find:
- Ready-to-use education plans
- Modifiable templates for education plans
- Flexible materials for creating education plans
The tool expands the slate of participant education resources from The Principal for financial professionals to offer clients. They also have access to local education personnel who conduct both group education meetings and one-on-one meetings with participants.
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