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Principal e-Distribution ServicesSM

Principal e-Distribution ServicesSM is one of the first fully automated, front-to-back distribution services for private Employee Stock Ownership Plan (ESOP) and KSOP clients. Packaged with other technology-based services offered by The Principal®, these new services give you the ability to automate ESOP distribution processing. It is comprised of:

  • Distribution eligibility determination
  • Distribution notice
  • Call center support
  • Online distribution election
  • Participant acknowledgement
  • Web update and Advice to Trustee reports
  • Check writing
  • Tax reporting

More Information

Learn more about Principal e-Distribution Services<sup>SM</sup> VideoView a short presentation (26 KB) or brochure (PDF: 219 KB) to learn more about Principal e-Distribution ServicesSM, contact your financial professional, or contact an ESOP Consultant today.

Have a question? Call us at 1.800.986.3343

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