Getting started with Principal®

Principal® Defined Contribution

pre-migration guide

Getting started with Principal®

Getting Started with Principal®  is our way of saying we’re happy you’re here and we want to help. 

As a newly transitioned client to Principal, we realize you may need extra guidance and direction. Our goal is that you feel confident in doing the tasks associated with the administration of your retirement plan. Our Getting Started with Principal® videos make those tasks a little easier. There’s help available when and where you need it.


Having access to a series of short, easy-to-follow videos can help guide you through some of the most common administrative tasks. You’ll be able to view them at your convenience and take action when it best fits your schedule. And, your service team will continue to support you each step of the way, too.


We’ve heard from plan sponsors just like you that these topics are some of the most frequently asked about topics:


  • Submitting payroll
  • Managing security administrators
  • To-Do Lists/Tasks
  • Notification preferences
  • Reporting

Once again, welcome to Principal!

At your convenience, choose a video topic and learn some tips on some of the most common administrative tasks associated with your retirement plan.