The Principal is now offering a small plan market tool kit that will help financial professionals get into the growing small plan market and build strong practices with diversified revenue streams.
According to the company, nearly three-quarters of small businesses do not offer retirement plans, the market is expected to grow significantly in the next few years.
The toolkit includes "Boosting Profitability in the Small Retirement Plan Market," a white paper that offers specific best practices and tips from financial professionals who are successful in this market and shows how others can take advantage of the opportunity. It also includes a small plan prospecting checklist, information about the value of working with a third-party administrator and a non-branded flier on the benefits of starting up a retirement plan that financial professionals can use with small business owners.
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