Retirement plans Get the most out of your employer-sponsored retirement plans, including a 401(k).
Annuities Use a guaranteed income stream to help diversify your retirement options.
Individual retirement accounts (IRAs) Set up (and save in) a tax-advantaged account that’s just right for you.
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Benefits and insurance Find out how to protect what matters most and support your well-being.
Estate planning Learn how to build a foundation to help your loved ones and leave a legacy.
Financial planning Discover tools, tips, and insights to help reach your short- and long-term goals.
Investing Create a plan and boost your knowledge so you know how to make financial progress.
Retirement Strategies to save for (and enjoy) your retirement.
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Featured Article

Your life changes. Your benefits should, too.

Use open enrollment time at your workplace to evaluate (and update) your voluntary and traditional benefits to help with financial wants, needs, and curveballs.
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Help topics Help for individuals

Help for individuals

Help for individuals

Need help? You’re in the right place. We’ve got answers to your most common questions about retirement plans, investments, and insurance products.

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Help by topic:

Online access to your personal account

How to register, log in, and manage your username and password

Insurance

How to file claims, check claim status, manage policies, and find dental providers

Retirement plans

How to create and manage your investment allocations

IRAs

Get answers to general questions you may have about IRAs or specific types of IRAs (like Principal® SimpleInvest, Principal Bank, or Principal Funds).

Principal Bank

All about Safe Harbor and Plan Termination IRAs and how to get in touch

Tax questions

What you need to know about tax forms

Forms

What you need to submit claims, change beneficiaries, and more

Looking for rates and values?

See performance data for Principal Funds, as well as annuities and other life insurance products.

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Retirement plan participants call 800-547-7754
Mutual fund clients call 800-222-5852
Everyone else call 800-986-3343 
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