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For financial professionals
Financial Professionals Retirement Total Retirement Solutions
Principal® total retirement solutions
One service provider. More possibilities.

Help your clients simplify retirement plan management today while staying prepared for what’s next.

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Work with a retirement leader

With 85 years of retirement industry experience, Principal® Total Retirement Solutions provides defined contribution, defined benefit, nonqualified, ESOP, equity compensation, and trust and custody solutions as a single, leading service provider.1 Whether your clients manage multiple plans today or may expand their retirement program in the future, our integrated approach can help reduce complexity and support better outcomes.

Giving you an advantage for multi-plan retirement programs

  • One trusted service provider you can rely on for integrated expertise and in-house support
  • Streamlined plan administration and oversight for you and your clients
  • A more connected retirement plan experience for plan participants

As your clients grow, add benefits, or face new workforce challenges, they can build on an existing relationship instead of starting over with a new service provider.

Defined contribution plans

Defined contribution plan solutions to help your clients' employees save more for retirement.
 

Pension solutions

A holistic approach to managing pension plans and pension risk transfer services to help meet your clients' goals.

Stock plan solutions

Equity awards, employee stock purchase plans, and employee stock ownership plans can help your clients align business and employee goals.

Nonqualified deferred compensation plans

Help your clients recruit and retain key employees with nonqualified deferred compensation plans.

Trust & custody solutions

Principal® Custody Solutions offers trust, custody, and paying agent services.

See how Principal® Total Retirement Solutions can help you deliver more value to clients.

Contact your Principal® representative or the Advisor Support Team at800-952-3343.

1 Providing retirement plan services since 1941 (85 years as of 2026). Top 3 defined contribution plan service provider and No. 1 provider for nonqualified plans, ESOPs, and defined benefit plans. Based on number of DC plan participants, NQDC plans (excluding 457 plans), and ESOPs, 2026 PLANSPONSOR Recordkeeping Survey, July 2026; and number of DB plans, 2025 PLANSPONSOR Defined Benefit Administration Survey, September 2025.

Insurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., member SIPC, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.