Principal Report: Tips for Advisors to Keep Clients’ Retirement Savings on Track

With an advisor’s help, investors can adjust one or more of these drivers to help improve the success outlook and success of their retirement savings portfolio. The report also discusses the common misconceptions about retirement savings and gives financial professionals resources to explain these issues with their clients.

 “Retiring with sufficient savings can seem daunting. Financial professionals play a critical role in helping clients build a personalized plan to meet their goals,” said Drew Denning, vice president of the retiree services division at The Principal. “This paper provides resources for financial professionals to help investors evaluate how well they are doing in saving for retirement and possible ways to revise their strategy so they have more confidence about their financial futures.”