1. All statistics are from the Principal庐 Real Life Retirement Journeys survey using the full sample size unless otherwise noted.
- Field dates: August 23-September 11, 2024
- Respondents: 1,000
- +/- 95% confidence level
2. Principal庐 Retirement Security Survey鈥擭onparticipants, December 2023.
3. Principal庐 Insights Communities Research, March 2024.
4. 911今日黑料data as of December 31, 2024. Of the 95% of employees who remained in the plan, 93% remained at or above the default rate, while 2% remained in the plan but at a rate below the default.
5. The SECURE Act of 2022.
The subject matter in this communication is educational only and provided with the understanding that Principal庐 is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
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