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Mid-year (July) is a great time to do a check-up on how you're doing with saving for retirement. What are you doing well? What adjustments can you make? Use this Retirement Checklist and get signed up for some great prizes while boosting your retirement account! What are you waiting for? Jump in to begin earning points for our drawings.

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  • Log in to your Account on Principal.com
  • Work through the Retirement Checklist below
  • Use this Google Form to track and submit what you've completed. You must be logged into your Reliant.org email address to submit this form.

This contest closes 7/30/20 11:59 PM Eastern time. Winners will be announced on Staffnet and email on July 31st!

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Ask a Professional "Guide" - learn from the best 

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Review the steps below for one entry in the drawing for to win the grand prize America the Beautiful National Parks and Federal Recreational Lands Pass (1 Domestic Reliant employee winner will be selected.)

, *International Missionaries - In lieu of the America the Beautiful National Parks and Federal Recreational Lands Pass Reliant will provide an alternate Grand Prize winner and will reimburse one lucky International missionary up to $50 towards the purchase of an annual/seasonal/or other frequency pass to a national park (or equivalent outdoors area) in your country of service, for you to enjoy.) 

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Need some information on retirement and financial planning for the future?

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Check out one of the informational articles under the Planning Resources - Education Hub section.

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Need someone to talk

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things through?

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Consider setting up a 20-minute Zoom call with Michael Clark, our Retirement Plan Advisor with Keiron. Email Michael's assistant Katrina.hopkins@raymondjames.com to set-up a time.

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Consultations are free and included with our 401(k) plan - read here for more information of what to expect

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Now that you know your Retirement Wellness Score, download the Principal Appto monitor your score and keep track of your progress.