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The Principal® Difference: Understanding Fees

When selecting a retirement plan service provider, fees can be difficult to understand. To make certain there won't be unexpected expenses, you need to know what fees are associated with your plan. We'll help you understand what's included in the fees for our service package.

Fee structure

We help make understanding your retirement plan fees easier by breaking down our fees into basic categories:

  • One-time set-up – covers services associated with starting a new plan or transferring an existing plan to the Principal Financial Group®.
  • Core services – covers comprehensive plan administrative services with value-added features that help our clients more easily manage their retirement plans.
  • Optional services – offered in addition to core services to help ensure specific retirement plan needs of our clients are met. These are typically services that not all clients are interested in. These services may be elected, some for an additional fee, as part of the overall service package provided for your retirement plan.
  • Investment expenses – covers fees associated with managing and offering the various investment options.

Comprehensive services

It's important to understand which services are included in a price and which will result in an additional fee. The Principal offers a comprehensive service package, and if you ever want to take advantage of an optional service, we'll tell you our fee before any charges are incurred.

Flexible payment options

We offer flexibility when it comes to payment options so you can determine what makes the most sense for you organization. If your plan has special requirements, your financial professional or retirement plan sales representative can help provide different services and payment options.

Answering your questions

We're glad to help you understand the components of the fees associated with operating your retirement plan. If you need more information about any of our fees, simply contact your financial professional or retirement plan sales representative.

Have questions? Contact a local representative today for more information or to find a financial professional in your area.

Learn More

Fees and Fee Disclosure

Get the latest about disclosure regulations.

Additional fee disclosure information

Retirement Plan
Value Hub

Find out more about retirement plan fees and service value.

Access the Retirement Plan Value Hub

Have a question? Call us at 1.800.986.3343

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