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The Principal® Difference: Exceptional Customer Service

Exceptional service

Our client retention rates continue to successfully compete with the industry standard, and in many cases, surpass it.

Outstanding client retention

Average client tenure is more than 10 years, compared to an industry average of eight years.[1]

You and your financial professional can work with a team of experienced professionals who focus on meeting your company's unique needs.

A dedicated service team

Your service team will work with you and your financial professional to understand your goals and help develop a solution to meet your specific needs. We'll collaborate with you on the many aspects of your retirement program including:

  • Investment services
  • Plan consulting
  • Transition services
  • Participant education
  • Plan compliance services
  • Fiduciary support
  • Actuarial and investment advisory services
  • Administrative support including compliance testing and data management

If you team with a third-party administrator (TPA), we will work with your TPA on these services.

Established client service model

We combine outstanding technology resources with the skills of experienced service personnel. It's designed to accommodate your unique business needs, while remaining flexible enough to change with your organization.

Our written promise helps ensure your satisfaction

Our goal is to provide you with outstanding service. We're so sure we can provide it promptly and accurately that we guarantee it. If you're unhappy with a specific service we provided, just tell us. We promise to fix the problem to your satisfaction. If we're unable to do so, we'll waive the fee for that service.

Have questions? Contact a local representative today for more information or to find a financial professional in your area.

Boston Research Group 2009 Defined Contribution Survey (plans with >$5 million in assets)

Have a question? Call us at 1.800.986.3343

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