Principal Tool Helps Advisers Build Participant Education Programs

April 20, 2010 ( - The new Participant Education Planning Tool from the Principal Financial Group gives financial professionals access to a library of education plans and materials and the flexibility to build participant education programs that align with their service models.

A press release said that with the new tool, financial professionals can find:

  • Complete education plans that are ready to use;
  • Templates they can tailor to make the education plans their own; and
  • Flexible materials that allow them to create a variety of education plan options.

They also have access to local education personnel who conduct both group education meetings and one-on-one meetings with participants. 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, according to the announcement.  

The Principal said it worked closely with financial professionals to develop the Participant Education Planning Tool.  

More information is at