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Financial Professionals Third-party administrators Combined expertise

Third-party administrators

Winning together: Why plan sponsors choose our combined expertise.
A woman smiling while meeting with a TPA
Retirement expertise you can count on

We value the role you bring to the retirement plan—providing a high-touch consultative approach and expertise on the plan details. Complement that with our award- winning technology and together we can help clients reach their goals.

Show clients how we can work together to drive results (PDF)
Advisors choice recordkeeper 2026 award

Financial professionals recognized Prinicpal® as a top recordkeeper in categories spanning small, midsized, and large retirement plans, including these key categories: 

  • Participant Experience Capabilities
  • Plan Sponsor and Advisor Support
Pyramid of Communications Excellence 2024 award

Top honor for our plan sponsor website experience—demonstrating excellence in:

  • Functionality
  • Usability
  • Behavior-centric support
Pyramid of Communications Excellence mobile app 2024 award

Award-winning mobile app 

  • Apple: 4.8 out of 5 stars
  • Android: 4.8 out of 5 stars
Expertise that can complement your value

Innovative technology to provide a best-in-class recordkeeping experience

Flexible investment choices to help meet participants’ unique needs
Our commitment to support and advocate for TPAs
  • ASPPA Annual Conference
  • NIPA Annual Forum and Expo (NAFE)
  • NAPA 401(k) Summit
  • NAPA NTSA ERISA 403(b) Advisor Conference
  • NIPA Business Management Conference (BMC)
  • P&I Defined Contribution Regional Conferences
  • PSCA National Conference
  • We Inspire Promote Network (WIPN)
  • Wealth @ Wor(k)
  • Women in Retirement Annual Conference (WiRC) 
and events
Professional headshot of Teresa Hassara.
Leadership that recognizes and promotes the value of TPAs

“Helping our strategic TPA partners grow their business is top of mind for us. We believe your success is critical to our success—together we can help clients better achieve their goals.”

Teresa Hassara

Senior Vice President – Workplace Savings & Retirement Solutions

Discover more about our leadership
A culture of giving back to communities

Principal employees generously volunteer their time. Together, through the mission work of the Principal, we help support the communities where Principal employees work and live.

140+

charitable organizations supported

36+

years in operation

$30M+

invested in 2 years, 
impacting 8M+ people
A woman reviewing her finances to consider hiring a TPA.
Ready to grow your business with Principal?

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

Learn more about partnering together

Footnotes

2026 NAPA Advisors’ Choice Recordkeeper awards, September 2026. 

Advisors rated different service categories in three distinct market segments. They only voted on the services in their target markets and evaluated them as “world-class”, “functional” or “needs improvement.” NAPA included the top five in three separate target markets based on size:

Mega /Large Market: plans totaling more than $100 million in plan assets 
Mid-Market: plans totaling $10 million to $100 million in plan assets 
Small/Micro: plans totaling less than $10 million in plan assets 

The following link reveal the results of that assessment, the top five in each service category (sorted alphabetically). See the full ratings here: https://www.napa-net.org/news/2026/9/announcing-the-2026-advisors-choice-top-recordkeepers/NAPA is not an affiliate of any company of the Principal Financial Group®.

  

2025 DALBAR plan sponsor website rankings, September 2025.

   DALBAR’s 2024 Pyramid of Communications Excellence for both the iOS and Android apps, Q1 2024.  

4.8-star iOS App Store rating as of November 2025.

  

4.8-star Google Play Store rating as of November 2025.

   ©Escalent. Cogent Syndicated, Retirement Planscape®, May 2024.   2024 PLANSPONSOR Defined Contribution Survey, February 2025. Principal earned 17 best-in-class awards for 2024 and 213 best-in-class awards from 2010–2024.   Pension & Investments 2024 Eddy Awards, March 2025.   Principal Financial Group Foundation, Inc. (“Principal® Foundation”) is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. (“Principal”) operates. While Principal Foundation receives funding from Principal, Principal Foundation is a distinct, independent, charitable entity. Principal Foundation does not practice any form of investment advisory services and is not authorized to do so.    As of 2023.   As of 2023.   As of 2023.  

Important information

All images are for illustrative purposes.

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.

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.