Retirement Educator
Principal Retire Secure SM provides a team of retirement educators who are available to meet one-on-one with Carilion employees. The educators are available to help you better understand your personal retirement goals and create a plan for your future. This service is offered at no additional cost to you.
Some things you can receive help with include:
- Rolling over funds from a previous employer's retirement savings account
- Tracking your progress towards retirement
- Connecting you with financial wellness tools to assist with student loans, budgeting, understanding investments
Watch a video to learn more about the 1:1 sessions.
Register through Learning Stream at http://www.principal.com/Carilion1on1.
- Meetings are available in English and Spanish.
- Scheduling is available two weeks in advance.
- Available dates and times will be shown on the schedule.
- Choose the date and time that works best for you.
- Meetings are held Monday through Friday from 9 a.m. to 8 p.m. (Eastern) and typically last 30 minutes.
- Meetings will be held virtually until further notice.
Learning Stream provides you the ability to select topics you want to discuss, such as:
- Your unique needs and goals
- Checking in on your progress
- Completing a rollover to combine retirement savings
- Reviewing investment options
- Preparing for the transition to retirement
You can also update options for email and text message appointment reminders and take a follow-up survey after your meeting.
Note: Depending on your communications preferences within your Principal account, you may receive emails directly from Principal alerting you to the opportunity to register for a session via the Learning Stream link.
Before your scheduled appointment, be sure you can log into your savings account at principal.com. It's important to take the time before your session to do this and review your account including your contribution percent, beneficiary designation and investment elections.
If you need immediate help with your Carilion retirement savings plan account, please call the Principal Participant Contact Center at 800-547-7754. Representatives are available Monday through Friday, from 8 a.m. - 10 p.m. (Eastern), except major U.S. holidays.
The Account Access guide and Your future, your way document provides more information on setting up and accessing your account online, through the mobile app or by phone. Watch a welcome video for highlights on accessing your plan.
For more information, contact Human Resources through the Employee Center.
