What if a client is currently with ADP/Paychex?
A. If a client is currently using ADP/Paychex for their retirement plan, the client may already see the value of an integrated payroll/retirement plan package. This is a good opportunity to market the integrated retirement plan solution using one of our select payroll companies. The Principal Payroll Program is unique in that it connects expertise in the three services clients value most: payroll services, retirement plan administrative services, and – unlike any similar “bundled” providers – professional financial consulting from licensed intermediaries. The service of a dedicated financial professional adds a distinct benefit to clients because they receive a solution that is matched to their needs, not a generic program designed for a wide range of clients. As a leader in offering total retirement solutions for over 60 years, The Principal provides services regardless of client size, plan complexity, or type of retirement plan. This new program capitalizes on the strength of proprie
