How can I do what I am used to doing on the site?

Send contributions

1. Click on the Manage Your Plan tab.
2. Under the Contributions/loan payments section, click either Import a file, Manually enter data, or Use previous data.

Add a new participant or employee

1. Click on the Employee Info tab.
2. Under the Manage Participant Data section, click on Import a file or Add, Edit & Remove (to manually enter data).

Update an employee's records

1. Click on the Employee Info tab.
2. Under the Manage Participant Data section, click on Import a file or Add, Edit & Remove (to manually enter data).

View participant account via The Principal Retirement Service Center^®

1. Click on the Employee Info tab.
2. Under the Manage Participant Data section, click on the view participant online retirement accounts link.
3. Enter an ID in the Search field or select the participant from the list.

Submit compliance data

1. Click on the Compliance tab.
2. Under Compliance Testing Services click on the Compliance Testing Data link.

Where can I find the items I use frequently?

Forms - Directions Guidebook in the Tools section, in the left navigation
Activity ledger - Manage Your Plan tab, in the left navigation
Message Center - News & Info tab, or the Tools menu in the left navigation
Directions Guidebook - News & Info tab, in the Need Help section or in the Tools menu in the left navigation