Financial Professionals Third-party administrators

Third-party administrators

Strengthening how we work together.

We’re offering complimentary continuing education (CE) sessions designed to enhance your professional growth.

Explore our CE webinar series for TPAs
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Explore what we can do together

Partnering for growth

TPA-focused strategy and dedicated resources to help increase sales and revenue. 

Specialized service

Exclusively focused care teams to support you and your clients. 

Operational efficiencies

Innovative tools built to help you run profitably.

Combined expertise

Why clients choose Principal® to partner with their TPA. 
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Your recordkeeper of choice

With innovative technology and dedicated service, we help you efficiently support clients at scale—while partnering to elevate our respective areas of expertise.

Learn what TPAs can expect from Principal® (PDF)

Continuing education for TPAs

Join us at our upcoming sessions:

Keeping current
Nov. 6, 2025
Stay current with the latest regulatory changes affecting TPAs.

What you can expect when you sign up:

  • Professional-led sessions with insights that you can immediately apply to your work
  • Live Q&A where you can ask questions directly to our presenters
  • Complimentary NIPA and ASPPA CE credits for those who qualify
  • A convenient virtual format—attend from anywhere!
Ready to grow your business with Principal?

Contact your TPA distribution director (PDF) or local representative today.

Footnotes

Registration is required to receive CE credits. Attendance at live sessions is necessary for CE credit eligibility.

Important information

All images are for illustrative purposes.

The views and opinions expressed in this presentation are those of Ilene Ferenczy and Alison Cohen from Ferenczy Benefits Law Center and should not be considered those of the Principal Financial Group®. Ilene Ferenczy, Alison Cohen, Ferenczy Benefits Law Center, NIPA and ASPPA are not affiliates of any company of the Principal Financial Group. You should consult with appropriate legal counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment, or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment, or accounting obligations and requirements.

Simply Retirement by Principal® 401(k) plan recordkeeping, and administrative services are provided through Decimal, Inc. dba Ubiquity Retirement + Savings (“Ubiquity”). Ubiquity is not affiliated with any plan and investment administrative services provided through Principal Life Insurance Company® or affiliated with any company of the Principal Financial Group®. Principal makes available the Separate Accounts and collective investment trusts for customers to select them through Simply Retirement by Principal. All other services and mutual funds are provided by service providers not affiliated with any company of the Principal Financial Group. Refer to related documents and agreements for more details on plan services available.

Insurance products and plan administrative services provided through Principal Life Insurance Company®. Securities offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Referenced companies are members of the Principal Financial Group®, Des Moines, Iowa 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States, and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

© 2025 Principal Financial Services, Inc.