Financial Professionals Third-party administrators Operational efficiencies

Third-party administrators

Innovative technology to help you operate efficiently and profitably.
A small business owner talking on the telephone with his TPA
Flexibility and automation to help make your job efficient

Let us handle some of your heavy lifting. We can complement your model and streamline processes to help provide a seamless experience for mutual clients and their participants.

Seamless payroll data integration

Proactive automated eligibility determination

Combined participate notice e-delivery

Online beneficiary

Online loan & withdrawal requests

Transaction tracking

Small amount force outs (SAFO)

Coordinated audit support

Learn more about our flexible plan support for TPAs (PDF)

A screenshot of Principal's administrative support brochure.
Technology to easily onboard new clients and manage your block online:
A laptop displaying a screenshot of the Onboarding Dashboard

Image for illustrative purposes.

Digital onboarding dashboard

Designed to help deliver efficiency, convenience, flexibility, and the ability to collaborate for a more streamlined experience.
A laptop displaying a screenshot of the Your Plans Summary page

Image for illustrative purposes.

Dedicated TPA website

  • Manage plan administrative contacts
  • Comprehensive reporting
  • Manage notices
  • Secure file exchange
  • Administer your clients’ plans

Featured for you
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

We can send required plan notices at no additional cost to participants you determine to meet "wired at work" requirements or who’ve consented to electronic delivery to a personal email address. Paper delivery may be available for a fee.

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.