Expertise for every stage – build your ESOP with services by Principal®
Your ESOP management needs will change throughout your plan’s lifecycle. As a full-service ESOP provider, Principal brings the expertise, technology, and vision you need to help you administer and manage a successful ESOP plan.
An ESOP can help preserve your company’s legacy by transitioning ownership to your employees on a tax-advantaged basis. When employees are owners, businesses often see productivity increase, employee owners typically feel more valued and engaged, and company growth and success become a shared goal.
When everyone owns it, everyone can win.
Consulting
Gain clarity and confidence in your succession planning by working with experienced consultants
Recordkeeping
Reduce complexity and administrative burden with streamlined recordkeeping and plan administration services that help keep your plan running smoothly
Repurchase obligations
Make more confident, forward‑looking decisions with independent repurchasing obligation studies and forecasting software that provide clear insights into future liabilities
Communication services
Help employees fully understand and value your ESOP through clear, relatable communications that help drive engagement and maximize the impact of this unique benefit
With our experience, we help make ESOP administration and management easier, so you can focus on running your business. Our diverse client base helps us understand needs and industry trends across a range of businesses.
No. 1 #1 ESOP recordkeeper to over 2,000 plans
40+ years of experience
2M+ stock plan participants
Principal offers more business solutions than just ESOP services and support. Our total retirement solutions allow us to support your business’s financial future with a fully integrated approach.
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