Tax-Exempt Benchmarking: Start Conversations and Help Win More Business

Tax-exempt plan sponsors are increasingly looking to financial professionals for plan design expertise.


Use the new benchmarking tool from the Principal Financial Group® to help differentiate yourself—and open more doors with tax-exempt plan sponsors.

How can the benchmarking tool help?

By leading with plan design benchmarking, you can:

  • More easily gather plan specific data upfront from plan sponsors with an on-the-go printable worksheet,
  • Input data into the quick and easy-to-use web-based benchmarking tool, and
  • Deliver a personalized, completely customizable output comparing each plan sponsor’s retirement program against industry benchmarks.



Request access to the NEW tax-exempt benchmarking tool today!

* required

First Name*
Last Name*
Email Address*
Zip Code*
Phone Number*
Are you doing tax-exempt business? *