Creating Retirement Plans That Work: United Benefit Advisors and Principal Life Offer Complimentary Webinar for HR Professionals

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The true measure of retirement plan success is whether employees are saving enough to have adequate income in retirement.

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70% of Americans are behind schedule in saving for retirement, and half have less than $10,000 in savings, putting them at risk of not having enough resources to pay for basic retirement and health care costs, according to a recent survey*. United Benefit Advisors, the nation’s leading independent employee benefits advisory organization, in partnership with Principal Life, are hosting the complimentary webinar “Breaking Through the Barriers to Create Retirement Plans that Work for Everyone” on Thursday, June 19, 2014 at 2:00 pm EDT / 11:00 am PDT.

The webinar bases the true measure of retirement plan success on whether employees are saving enough to have adequate income in retirement. Attendees will learn how to evaluate their current plan and set the bar for adequate savings levels.

In this webinar, attendees will learn how simple plan design changes can help plan participants -- and positively impact the organization's bottom line.

Webinar attendees will receive practical tips on how to:

  •     Evaluate a plan to determine the income replacement ratio
  •     Determine if effective plan design features are in place
  •     Implement plan design changes to help employees retire on time

To register for the webinar, visit UBA’s WisdomWorkplace webinar series at and enter code UBAPFG to receive the complimentary $149 discount. This webinar has been submitted to the Human Resource Certification Institute to qualify for 1.25 recertification credit hours.


Brian Walker, VP - National Director, Business Development, Principal Life Insurance Company. Brian is responsible for leading and directing the national Business Development Team, consisting of 14 Directors of Business Development. The Business Development Team provides marketing, business development and business growth tools and ideas to financial professionals within Principal's key distribution partner. Additionally, Brian also oversees 9 Channel Specialists that focus specifically on Principal's Defined Benefit, Tax Exempt, and TPA markets; as well as Investment Platform Distribution.


The Principal Financial Group® (The Principal®) is a leading global financial company offering businesses, individuals and institutional clients a wide range of financial products and services. Our range of products and services includes retirement solutions, insurance, wellness programs, and investment and banking products through our diverse family of financial services companies and national network of financial professionals.


United Benefit Advisors is the nation’s leading independent employee benefits advisory organization with more than 200 offices throughout the United States, Canada, and the United Kingdom. As trusted and knowledgeable advisors, UBA Partners collaborate with nearly 2000 fellow professionals to deliver expertise, thought leadership, and best-in-class solutions that positively impact employers and make a real difference in the lives of their employees and families. Employers, advisors, and industry-related organizations interested in obtaining powerful results from the shared wisdom of our Partners should visit UBA online at

Carina Sammartino
csammartino (at) fishervista (dot) com
(650) 477-4839

  • EBRI Retirement Confidence Survey, 2013

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Carina Sammartino
United Benefit Advisors (UBA)
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