These features available at Principal.com are designed to help equip you to better forecast your Retirement needs and track your savings goals.

Profile Options:

• Subscriptions and Delivery Preferences  
  • Account Services:  Custiomize whether you want mailed  or emailed statements, notices, amd reglatory information (tax forms etc.) 
  • News & Information: Customize what types of information you want Principal sending you on a regular basis

External Accounts

• This is a new Feature Principal is adding (see announcement) that will link to your other Retirement accounts.  More details to come.

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 

My Virtual Coach 

An interactive assistant that walks through your retirement account and gives you feedback and action items

• Asks about life changes and gives suggestions for steps you may want to take (like updating beneficiaries when you have a baby, get maried, etc.)  
• Reviews your Retirement Readiness score based on your account balance, contribution rate, estimated social security benefits etc.
• Gives immediate next steps like reviewing the Retirement Wellness Planner
• Action items are saved under the menu option: Retirement Planning - Action items to review and check off as you complete them

 Education Hub

• Signup for Monthly Webinars - Gain education and insight from retirement professionals to help make more informed decisions on topics like budgeting, retirement income, or Social Security. 
• Accress articles on Retirement Planning, Managing Money, Life Event Planning
• Set your Retirement Countdown