Customers are at the center

At Principal®, we build confidence with every interaction. We’re taking innovation to a whole new level, creating meaningful, engaging experiences that help customers and clients achieve their financial goals. Here’s a sample of some offerings we’re already excited about, and will only grow stronger in the coming years:

Focused on what individuals need

Retirement is personal for every participant, so is our participant experience. We deliver unique messaging, tools, and calculators focused on what individuals need, what they engage with, plus education along the way.

Streamlined plan administration

Simple is better. That’s why we break plan administration into manageable tasks for plan sponsors, then send quick reminders when it’s time to take action. And thanks to our employer chat feature, we’re here to provide help along the way.

Principal value add website for advisors

Helping advisors and consultants grow their business

We’re dedicated to helping advisors and consultants grow their business. That’s why we publish the latest insights and useful resources in a site dedicated to the needs of advisors.

We’re here 24/7/365

Whether customers prefer to call, email, ask Alexa, or use an app, we’re here 24/7. Plus, for employers, advisors, and consultants, we have a nationwide service presence1. From fiduciary support to Form 5500 filings (and everything in between), help is just a click or call away.

And our customer-first focus never stops. Through our voice-of-the-customer platform, we continuously track feedback and use it to help shape our priorities for developing new solutions and improving the experience.

Principal has a robust nationwide service presence

An industry leader

Questions?

See frequently asked questions.

For Principal customers and business partners, call 800-986-3343

For media inquiries, call 515-362-0482

For investor inquiries, call 515-235-9500

1 Principal data, as of Dec. 31, 2018.
2 World’s Most Ethical Companies: Ethisphere Institute, February 2018.
3 Forbes, May 2018.
4 Pro-Forma calculations based upon data as of December 31, 2017 provided by PLANSPONSOR 2018 Recordkeeping Survey and inclusive of shock lapse and new sales assumptions.
5 Based on number of plans, PLANSPONSOR Defined Benefit Administration survey, May 2018.
6 Based on total number of Section 409A plans, PLANSPONSOR 2018 NQDC Recordkeeping Survey, June 2018.
7 Based on number of plans, PLANSPONSOR Recordkeeping Survey, June 2017.
8 Based on data from the Morningstar 2018 Target-Date Fund Landscape report. “Active multi-managed target date funds” describes the underlying assets.