Getting started with Principal®

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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

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To-Do lists/tasks

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Notification preferences

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Transactional reporting

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Annual deadlines

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Male and female cowowrkers calculating engineering plans at a desk together.
Middle age male in suit reviewing notifications while sitting in a coffee shop.
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Woman standing with tablet in hand.
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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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Male and female cowowrkers calculating engineering plans at a desk together.
Male excited watching his phone about notifications and emails.