Principal® Defined Contribution
pre-migration guide

Principal® Defined Contribution

pre-migration guide

Principal® Defined Contribution

pre-migration guide

We believe a better retirement begins with a better customer experience.

We’re focused on providing the customer care you expect along with best-in-class enhancements to help make your job easier and help drive outcomes.

Your service team will continue to support you each step of the way.  In addition, we’re focused on making the retirement plan management easier while keeping your plan and participant data secure. Through the Principal plan sponsor secure website at principal.com, many of the plan administration tasks are streamlined for efficiency, and online access gives you the ability to easily and efficiently take action when it fits best in your schedule.  

 

This guide is intended to provide you with an overview of how you can manage some of the key defined contribution (DC) plan management responsibilities after migrating to Principal and the core level of service we provide to all DC clients.  Once your plan has migrated to Principal, these details and many more will be available through a robust help feature on the plan sponsor secure website providing in-the-moment answers to many of your how-to questions.  And, your service team contact will be available to help, too. 

 

If you are currently using Findley to manage some of the DC plan administrative services, there’ll be no changes to those services and no material changes to the billing process for those services; as a result, some of the DC plan administrative services Principal provides may not be applicable to you.