About Pendragon and what we do
About the people at Pendragon
About our electronic information service
Pensions Surveys
How to contact us
Pendragon home page

Your one point of access to surveys, research and reports for the Pensions Professional

Searching for: researcher is "principal financial group"

Surveys listed in reverse order of publication date

Results 1-15 of 42. Go to page: 1  2  3  
Jump to : Aug 2018  Jul 2017  Aug 2016  Mar 2015  Jun 2014  May 2014  Apr 2014  Dec 2013  Sep 2013  Jul 2013  Apr 2013  Dec 2012  Oct 2012  Jul 2012  Jun 2012  Mar 2012  Dec 2011  Nov 2011  Oct 2011  Sep 2011  Jun 2011  May 2011  Mar 2011  Dec 2010  Sep 2010  Jan 2010  Nov 2009  Sep 2009  Jul 2009  Sep 2008  Aug 2008  Nov 2007  Dec 2006  Sep 2006  Jun 2006  Nov 2005  Sep 2005  Mar 2005  Jun 2004

These Gen X and Gen Y 'super savers' are maxing out their retirement accounts
These Gen X and Gen Y 'super savers' are maxing out their retirement accounts
Principal Financial Group
23 Aug 2018 United States Pensioners & Retirement, Savings
Research from Principal Financial Group has found that more than half of Gen X and Gen Y 'super savers' have saved over $20,000 for their retirement in the last year. The research looked at the group's motivations for saving, and found that 65% were motivated by "having a good life during retirement", while 47% saved into their pension pot in order to pursue their passions during retirement comfortably.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2018 or click here (this link will not work in all circumstances). For further information about Perspective click here.

D81115816   Click here to contact the authors.
 
Younger generations of "super savers" crushing retirement goals
Younger generations of "super savers" crushing retirement goals
Principal Financial Group
13 Jul 2017 United States Savings, Countries - US
Principal Financial Group has conducted a survey on the financial habits of millennial savers who are deferring 90% or more of the IRS maximum amount to their 401(k) accounts. According to the results, 91% of respondents listed saving for retirement as one of their main goals.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2017 or click here (this link will not work in all circumstances). For further information about Perspective click here.

FC105266C   Click here to contact the authors.
 
Filling the financial knowledge gap for all generations
Filling the financial knowledge gap for all generations
Principal Financial Group
9 Aug 2016 United States Savings
According to a study from Principal Financial Group, the meaning of “retirement plan” varies by generation. The findings revealed that 57% of millennials believe that a retirement plan is simply putting money away, with 10% saying it simply involves general steps that need to be taken in order to retire one day.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F099436E   Click here to contact the authors.
 
The Principal Enhances Support for Participants Nearing Retirement
The Principal Enhances Support for Participants Nearing Retirement
Principal Financial Group
25 Mar 2015 United States Pensioners & Retirement, Countries - US
A survey by the Principal Financial Group has revealed that only one third of pre-retiree respondents have created a plan for income in retirement.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

849041A9    
 
Milliennial Research Study
Milliennial Research Study
Principal Financial Group
10 Mar 2015 United States Pensioners & Retirement, Countries - US
According to a survey by Principal Financial Group, 63% of millennial workers report that they started saving for retirement before the age of 25 and 83% are taking full advantage of matching contributions when offered through their employer-sponsored retirement plan.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Mar 2015 or click here (this link will not work in all circumstances). For further information about Perspective click here.

91898855    
 
Retirement plan sponsors want financial professionals to adjust focus
Supporting Retirement Savings
Principal Financial Group
5 Jun 2014 United States Scheme Issues & Trends, Countries - US, Automatic Enrolment, Administration
According to a survey conducted on behalf of Principal Financial Group, almost two-thirds of plan sponsors gauge their plans by the ability of participants to remain on track for a successful retirement. The research also found that 76% of plan sponsors discuss plan design with their financial professional in order to boost participant outcomes.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

FB84452C    
 
Principal Financial Well Being Index - 2nd Quarter 2014
Principal Financial Well Being Index
Principal Financial Group
Jun 2014 United States Savings, Pensioners & Retirement, Countries - US
The Principal Financial Group has published its Well Being Index survey for the second quarter of 2014. The research reveals that 41% of American workers believe they will be financially prepared for a comfortable retirement, although 29% indicate they have not yet planned for their retirement security.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

B084833F    
 
Retirement Savings on the Rebound, Research Shows
Retirement Savings on the Rebound, Research Shows
Principal Financial Group
29 May 2014 United States Savings, Funding and Minimum Funding Requirement, Countries - US
Research from the Principal Financial Group has revealed that the number of participants choosing to increase their contributions into their employer's 401(k) plan has increased almost 70% since 2009.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

BC8435F6    
 
Principal Financial Well Being Index - 1st Quarter 2014
Principal Financial Well Being Index
Principal Financial Group
Apr 2014 United States Savings, Pensioners & Retirement, Countries - US
The Principal Financial Well Being Index for the first quarter of 2014 has found that 32% of American workers who are saving for retirement save between 3% and 8% of their pay, while 23% save between 9% and 15%. 28% of employees have not yet started saving for retirement.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4A84843C    
 
Principal Financial Well Being Index - 4th Quarter 2013
Principal Financial Well Being Index
Principal Financial Group
Apr 2014 United States Scheme Design (inc. DB & DC), Savings, Countries - US
New research by the Principal Financial Group conducted among American workers has found that 31% of employees have not yet planned for their retirement savings/security, while only 37% believe they will be financially  prepared for a comfortable retirement. The report also found that 84% of workers whose employers provide a defined contribution pension arrangement are participating, with 37% contributing at least 10% of their salary.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2014 or click here (this link will not work in all circumstances). For further information about Perspective click here.

5883649E    
 
Americans Not Ready for Retirement
Americans Not Ready for Retirement
Principal Financial Group
3 Dec 2013 United States Savings, Countries - US, Automatic Enrolment
The Principal Financial Group has suggested that employers should aim to get workforce participation in a pension plan up to 90%. According to research, automatic enrolment can increase participation up to 91%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

6181132B    
 
Generation Y Workers: The Principal Financial Group Retirement Plan Participant Study
Generation Y Workers: The Principal Financial Group Retirement Plan Participant Study
Principal Financial Group
Sep 2013 United States Savings, Pensioners & Retirement, Countries - US
According to a study by the Principal Financial Group, 63% of retirement plan participants aged 18-34 put saving for retirement as a financial goal. However, only 11% put it as their top priority.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Sep 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7F8363FF    
 
Retirement Readiness Report
Retirement Readiness Report
Principal Financial Group
17 Jul 2013 United States Scheme Design (inc. DB & DC), Savings, Pensioners & Retirement, Countries - US
The Principal Financial Group has published its Retirement Readiness report which focuses on income replacement to help American workers achieve a higher level of income at retirement. The findings revealed that retirement plan participation increased by up to 70%.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3E7824B6    
 
The Principal Financial Well-Being Index - 1st Quarter 2013
The Principal Financial Well-Being Index
Principal Financial Group
3 Apr 2013 United States Savings, Pensioners & Retirement, Countries - US
The Principal Financial Group has published its Well-Being Index survey for the first quarter of 2013. The research reveals that there has been an increase in the number of Americans planning for retirement, with only 28% of workers saying they have not yet planned for financial security in retirement, down from 32% last quarter. The research also found that employees using a financial adviser are most prepared for retirement - 75% of those with an adviser are already planning for retirement security, compared to 49% of workers who do not have a financial professional.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Apr 2013 or click here (this link will not work in all circumstances). For further information about Perspective click here.

2C758298    
 
Principal Financial Well Being Index - 4th Quarter 2012
Principal Financial Well Being Index
Principal Financial Group
11 Dec 2012 United States Scheme Design (inc. DB & DC), Savings
New research conducted among American workers found that 32% of this group have not yet planned for their retirement savings/security, while only 35% believe they will be financially  prepared for a comfortable retirement.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2012 or click here (this link will not work in all circumstances). For further information about Perspective click here.

F573707C   Click here to contact the authors.
 

Results 1-15 of 42. Go to page: 1  2  3  
Jump to : Aug 2018  Jul 2017  Aug 2016  Mar 2015  Jun 2014  May 2014  Apr 2014  Dec 2013  Sep 2013  Jul 2013  Apr 2013  Dec 2012  Oct 2012  Jul 2012  Jun 2012  Mar 2012  Dec 2011  Nov 2011  Oct 2011  Sep 2011  Jun 2011  May 2011  Mar 2011  Dec 2010  Sep 2010  Jan 2010  Nov 2009  Sep 2009  Jul 2009  Sep 2008  Aug 2008  Nov 2007  Dec 2006  Sep 2006  Jun 2006  Nov 2005  Sep 2005  Mar 2005  Jun 2004