Research Library

Your plan sponsor clients have lots of different influences on what they think, but probably none more so than their role in the organization. This case study looked at survey feedback to contrast the opinions of those in the C-suite and those in HR roles. Find out what drives each group and how their views can impact your approach.

Everyone has a unique outlook and their own opinions, but workplace roles and experiences can affect those views. When talking with retirement plan sponsor clients or prospects, the role your contact has at the organization likely influences much of what they think and feel.

This case study reveals what was found when comparing C-suite respondents and those in human resources (HR) roles:

• Both roles have a common understanding of an employees’ top three interests—health insurance, vacation time, and workplace retirement plans.
• C-suite focuses on the big picture—there is an opportunity to add more focus on improving plan metrics.
• HR suite feels the most pressure on talent retention/acquisition—find ways to help your clients reinforce the positive power of retirement benefits.

 

Insurance products and plan administrative services provided through Principal Life Insurance Company®, a member of the Principal Financial Group®, Des Moines, IA 50392. 

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world.

© 2022 Principal Financial Services, Inc.

2300221-072022 | 072022

Offered Free by: Principal®
See All Resources from: Principal®