Tips for co-branding Principal® EASE

Principal® EASE, our robust pooled employer plan (PEP), uses the strength of Principal, National Benefit Services (NBS), and Wilshire.. It provides the latest in tech innovation, service integration, and data security to deliver plan administrative services with investment management in a simple, packaged approach. Principal® EASE is professionally managed1 for plans from start-up to $25M in plan assets. 

These materials will help you engage employers with the PEP approach. You can co-brand these documents by adding your name, firm name, picture, contact information, or logo, as applicable.

1 The decision to delegate to and ongoing monitoring of the Pooled Plan Provider (PPP) and 3(38) investment manager is the fiduciary responsibility of the adopting employer. 

By agreeing to the terms outlined in the Principal® EASE Promotional Materials License Agreement, we’re able to provide these materials which are intended to help you engage employers with the PEP approach.
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PQ12765AA-01 | 2993264-072023 | 07/2023