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.

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 learned from plan sponsors just like you that these topics are some of the most frequently asked about topics:

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Managing security administrators

Understand the roles of your organization’s security administrators and how to change, add or manage individuals in those roles.

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To-do lists/tasks

Learn how the To-Do List can work for you and how you can easily manage your tasks or tasks for others within the list all while keeping track of its progress.

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Notification preferences

Get notifications as often or as little as you want. Learn how to customize your preferences on tasks, documents, or messages that require your attention.

Reporting

Our website reporting features allow you to create and save templates for custom reports. Learn about the data available for reports, formatting options, and how to schedule a report to automatically update and deliver to the Message Center.

Annual deadlines

Visit our data collection website for tips on preparing for your annual deadlines. Find a calendar of key administrative deadlines, including what to do and when to do it on the secure employer website, Compliance/Compliance calendar.

Building know-how

Our Building know-how video series is designed to help you dive a little deeper on some of the everyday tasks associated with managing a retirement plan.

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Website functionality

Covering the key capabilities, both transactional and educational, of the secure employer website, helps you find and use the things you need to perform your daily tasks associated with the retirement plan.

Our reporting suite

The Reports feature on the plan sponsor website at principal.com gives you access to data and information to provide insight to your retirement plan and your employees in one place.

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Engaging participants

From onboarding to ongoing, we center our participant experience on features, tools and resources that help your participants feel more confident in making financial decisions helping to drive better retirement outcomes.

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The subject matter in this communication is educational only and provided with the understanding that Principal^® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.

Insurance products and plan administrative services are provided through Principal Life Insurance Company. Securities are offered through Principal Securities, Inc., 800-547-7754, Member SIPC and/or independent broker dealers. Principal Securities and Principal Life are members of the Principal Financial Group^®, Des Moines, Iowa 50392.

Getting started with Principal®