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Third-Party Administrator Plans

Prefer to work with a third party administrator (TPA)? We understand each client has different needs. We can work with you to accommodate a diverse range of scenarios by remaining flexible.

Get the best of both worlds - a local administrator, combined with our legacy of expertise.


Work with a local administrator, combined with our legacy of expertise.

A variety of unbundled retirement solutions are available including:

  • Defined Contribution plan services
  • Defined Benefit plan services
  • Employee Stock Ownership plan services
  • Nonqualified plan services

Seamless experience between your TPA and our services

With our approach, your TPA provides administrative services such as:

  • Plan document design
  • Compliance testing
  • Allocation preparation
  • Government reporting

While The Principal and your financial professional provide additional services to you and your participants.

Learn More

Are you a TPA?

Find out about the Principal TPA EdgeSM program.
(PDF: 95 KB)

Find out about the Principal TPA Edge program.

Have a question? Call us at 1.800.986.3343

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