Master the art of the rollover in minutes
Moving your retirement accounts into a Principal Rollover ChoiceSM IRA can save you time. The Principal® can help give you an edge with one statement simplicity and a variety of rollover investment options for you to choose from.
Why choose The Principal?
For years, we've been helping people take steps to help make their financial dreams come true and we can help you too. When choosing The Principal, you'll:
- Have knowledgeable retirement professionals at your service to answer questions
- Have an account to consolidate all of your retirement savings
- Get the investment choice you want
Roll over your retirement accounts quickly and easily
We make it quick, simple and convenient. We can even email you signature-ready forms. Simply call and we can get started today!
Call 1.800.243.4380, ext. 2137
To discuss options for your retirement savings, including a Principal Rollover Choice IRA, and you don't have a financial professional, call us (7 a.m. to 7 p.m. CT).
Take a few minutes to read about five reasons why you may want to consider a rollover with The Principal® for your old retirement accounts.
More about options for your retirements savings (PDF: 54 KB).
For service questions related to your account, you’ll want to call 1.800.986.3343.
You may be eligible to keep your retirement account active under your former employer's plan, roll to an IRA or roll to a current employer's plan. You may also cash out your retirement savings, which can result in taxes and penalties. When evaluating your choices, you should consider the differences in investment options, fees & expenses, and tax and legal implications (creditor protections and required minimum distributions).
Insurance products and plan administrative services provided by Principal Life Insurance Co. Securities offered through Princor Financial Services Corp., 1-800-247-1737, Member SIPC. Principal Life and Princor® are members of the Principal Financial Group® (The Principal®), Des Moines, IA 50392.
Retirement professionals are sales representatives for the members of the Principal Financial Group®. They do not represent, offer, or compare products and services of other financial services organizations.
Insurance and securities products are not insured by the Federal Deposit Insurance Corporation (FDIC) and involve risk of loss.