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This is a new feature Principal added so participants can link their Principal 401403(kb)(9) account to their other Retirement accounts. To find out More click on External Accounts from the Planning Resources drop down menu options.  

Retirement Planning Menu Options

Retirement Wellness Planner

  • A calculator tool that allows you to estimate how much monthly income you'll need at retirement, how much monthly income you'll have (based on your current saving patterns), and how much you may be short
  • It calculates a Retirement Readiness Score (ranked on a scale of 1-100, and a color scale of Red, Yellow, and Green) to help you see how financially prepared you are for retirement 

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