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Help improve retirement plan outcomes

Partner Insights
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Principal® Real Start participant onboarding is a simple, personalized and actionable way for participants to get started in their employer’s retirement plan. No matter if the participant is transitioning from another plan or newly eligible, this award-winning1 experience offers educational support and empowering messages to help instill confidence in the decisions they need to make. We also offer a trans-created experience for our Hispanic participants.

Since the launch, we have seen:

40% higher deferral rate compared to other enrollment methods2
• More than 30% are saving at 10% or more3
• Another 30% are auto-escalating their way up to 10%3

1 2019 Retirement Star Award for Digital Education from Investment Management Education Alliance (IMEA), September 2019.
2 Principal reporting 01/01/2019-09/30/2019
3 Principal reporting 07/01/2019-09/30/2019