Benefits & Retirement Assessment

Get Karin's Book...Doing More with Less...Free!

When you complete the short 2-minute form below, Principal Resource Group will mail you a complimentary copy of Karin Rettger's book, Doing More With Less, the playbook for organizations who want to Manage Costs, Maximize Capital & Drive More Dollars to the Bottom Line!

Please fill-in the information below and answer the questions honestly. Our team will then put together a custom report for you and conduct a one-on-one consultation with you where we'll help you identify any key challenges you have while also providing you professional recommendations.

Full Name*

First NameLast Name

Company*

Job Title*

Phone Number*

Area CodePhone Number

E-mail*

Shipping Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry

Number of Employees*

Are you using an interactive platform or technology to better engage your employees in understanding their benefits?*

YesNo

Are you 100% confident that you're providing your employees access to all the options and solutions they need?*

YesNo

Does your company currently have a 3-5 year strategic plan in place specifically designed around controlling and managing costs around your employees' benefit and retirement needs?*

YesNo

Do you currently offer a financial wellness program to your employees?*

YesNo

Is your company's retirement plan achieving an adequate and desired level of participation?*

YesNo

Has your company completed a full evaluation of your retirement plan fees within the last three years to ensure you are not overpaying and that your plan will achieve the objectives desired?*

YesNo

Is there any area of benefits that you would like more information on or need assistance with?

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