PLAN ADMINISTRATION

We work to make it easy for you to manage the retirement plan in a personal manner.

CHANGE OF PLAN SPONSOR CONTACT

Due to movement of people within your organization, it may be necessary to change role contact information through the plan sponsor secure website.

To change any of your organization’s contacts after the plan has migrated to Principal, draft a letter on company letterhead and include the following:

  • Name of person being removed and their listed role
  • Name of new person being assigned and the role being filled
  • Contact information of new contact (email and phone number)

 

Have the letter signed by an authorized signer/trustee and send it to your Principal service team.

CHANGE OF PRIMARY SECURITY ADMINISTRATOR

Due to movement within your organization, it may be necessary to change the plan's Primary Security Administrator. To do so, you must fill out the Primary Security Administrator Contact Information form available on the plan sponsor secure website and have an authorized signer for the plan sign the completed form. The completed form can be returned to your Principal service team via email or fax.

 

The coding is typically updated 2 to 3 business days following the form submission.

Due to movement within your organization, it may be necessary to change the plan's Primary Security Administrator. To do so, you must fill out the Primary Security Administrator Contact Information form available on the plan sponsor secure website and have an authorized signer for the plan sign the completed form. The completed form can be returned to your Principal service team via email or fax.

 

The coding is typically updated 2 to 3 business days following the form submission.