Financial professional retirement resources

Managing and servicing client needs is a full-time job. Save time with these resources to help you educate small business clients and make the most of your opportunities in this market.

Employee in a meeting.
401(k) plan quick quote

Quick quote

Number# of employees
AverageAvg. salary/year

Offer a 401(k) plan to your client’s employees for:

$500One-time setup fee
Every month
$0.00(as low as $135 + $6 per participant*)Recordkeeping fee
(as low as $135 + $6 per participant*)

Your client’s matching contributions could cost:

Every month
$0.00Total contributions
$0.00Contributions per employee


Create a proposal

Intended for financial professional, TPA, and plan sponsor use.

See what Simply Retirement by Principal® has to offer.

Watch this video demo and see how we make it easy to design and manage retirement plans for small businesses.

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Create a proposal

Intended for financial professional and third party administrator use.