Financial Professionals Third-party administrators Specialized service

Third-party administrators

A partnership approach to effectively serve mutual clients.
A business owner meeting with a TPA
Infographic displaying the important relationship between TPAs and their clients.

Your clients have complex needs that deserve to be treated with care. That’s why our service teams align exclusively with TPAs and TPA plans—aiming to provide a service experience second to none.

TPA-aligned service model

Proactive personalized support

Collaboration to elevate our areas of expertise

Coordinated seamless support

Enhanced communication

High-quality, consistent service

Learn how we service TPA plans with care (PDF)
Dedicated TPA care

Principal TPA EdgeSM Service Team

  • Answer your technical and reporting questions
  • Simplify day-to-day operations
  • Efficiently navigate the TPA website

TPA firm account managers

  • Dedicated advocates for strategic TPA firms
  • Provide block-level insights
  • Offer firm training to harness efficiencies
A business owner smiling in a meeting with their TPA
Specialized customer care

Peace of mind with a top provider for plan sponsor service and support

TPA client service teams
  • Assigned client service manager for all plans
  • Dedicated, local TPA-focused relationship manager
  • Roles aligned exclusively to TPA plans to provide specialization
  • Regionally aligned for dependable coverage
  • Deep knowledge of TPA plan intricacies for greater collaboration and efficiencies
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

Escalent. Cogent Syndicated, Retirement Planscape ® , May 2024.

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.