How do we
help plan participants
reach their goals?
ACCE 401(k) Plan
Considerations for Auto Enrollment Sweep
22%
As few as 22% of workers are confident
enough money to live comfortably
retirement.1
36%
36% of American workers have
than $1,000 in retirement
75%
75% of workers are not confident
they are doing a good job
for retirement. 1
1
Employee Benefits Research Institute (EBRI) Retirement Confidence Survey, 2015
2
EBRI Retirement Confidence Survey, 2014
ACCE 401(k) Plan
Turning behavioral challenges into solutions
73%
73% of plan sponsors say sweeping
participants at the plan’s default
improving retirement readiness
93%
93% of participants stay
within their employer’s
when automatically enrolled. 2
+
Resets the plan to give
opportunity to get on track.
1
Brightwork Partners’ Supporting Retirement Savings survey, Sept. 2014
2
PSCA’s 57th Annual Survey of Profit Sharing and 401(k) Plans, December 2014
New Resources
My Virtual Coach: Welcome to Principal!
Welcome to your retirement account with Principal! Now that you’re already participating in the
retirement plan, I’d like to chat with you about tools and support available to help you manage your account
information and make important decisions.
Personalized action items created for participants based on what we’ve learned:
New Resources
My Virtual Coach: Annual Check-up
Welcome back. It’s been a year or more since we’ve talked about you about your Retirement Wellness Score
and game plan for retirement. Do you have 5 – 7 minutes to take a look?
Principal Retire Secure®
Display online scheduler & phone.
Lump sum Window update This is a
fantastic tool!
--ACCE Plan Administrator
Compliment
What are
people saying?
Tell me more!
Have questions about how to make My
Virtual Coach work for you?
Head on over to The Spot for
Retirement Education at
principal.com/education for demos,
testimonials and further details.