Principal e-Distribution ServicesSM
Principal e-Distribution ServicesSM is one of the first fully automated, front-to-back distribution services for private Employee Stock Ownership Plan (ESOP) and KSOP clients. Packaged with other technology-based services offered by The Principal®, these new services give you the ability to automate ESOP distribution processing. It is comprised of:
- Distribution eligibility determination
- Distribution notice
- Call center support
- Online distribution election
- Participant acknowledgement
- Web update and Advice to Trustee reports
- Check writing
- Tax reporting
More Information
View the Flash presentation or brochure to learn more about Principal e-Distribution ServicesSM, contact your financial professional, or contact an ESOP Consultant today.
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