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Why The Principal^® for Your ESOP?

The Principal^® has established a reputation as one of the most reliable sources for the administrative services and solutions for Employee Stock Ownership Plans (ESOP).

• A plan built around you. Count on the consultative approach of our ESOP consultants to work with you to address your plans’ unique needs.



• Committed to ESOPs. Rely on our commitment to the ESOP community. The Principal takes an active role in the ESOP community, and helps to shape the industry.



• Meeting your goals. Expect our proactive and personalized ESOP service model to help ensure your plan is meeting your goals.



• Simplify through technology. Realize the benefits of our unique ESOP technology capabilities. Our innovation provides you with automation to simplify your administration of your ESOP:
• Principal e-Diversification Services^SM – allows participants to make their elections online through a participant website.
• Principal e-Distribution Services^SM – automates the recordkeeping and administration of distributions for ESOP plans.
• My Principal ESOP Repurchase Liability Solution^SM (My PERLS^SM) – enables you to project repurchase liabilities.