Employee Services Available for SEP-IRAs
For Corporations or Private Companies with fewer than 25 employees
Creating excitement about retirement planning with your employees can be a tough sell. The Principal Financial Group® makes it easy with communication and education designed to get maximum plan participation.
Enrollment - Our wide array of materials and services help you meet education, plan and participation requirements; make your job easier; and generate enthusiasm about your plan.
Ongoing support - Communication doesn't stop after employees are enrolled in your plan.
- Internet access - Your members have access to their complete portfolio and more than 80 planning calculators.
- 800 number services - Our toll-free, interactive voice response system gives your members instant 24-hour access to their accounts.
- Reports - Our reports keep your members informed about the status of their retirement savings.
Post-employment - By contacting your registered representative, your former employees may explore numerous options available to keep their money working tax deferred when they retire or leave your company.
