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Principal TPA EdgeSM

Principal TPA EdgeSM is a full-service, unbundled Third Party Administrator (TPA) program enabling the Principal Financial Group® (The Principal®) to team with financial professionals and TPAs to provide more complete retirement plan services to plan sponsors.

At The Principal, our full-service, unbundled TPA program offers the same level of experience and expertise you've come to expect from us in our bundled service model.

Program overview
Plan sponsor and participant services
Learn more

Program overview

We understand that an all or nothing approach doesn't work for all plan sponsors, that's why our full-service unbundled solution can help meet their specific needs. We are working hard to enhance how we can:

  • Help with the sales process
  • Offer support with plan sponsor and participant services
  • Assist with managing information flow

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Plan sponsor and participant services

This arrangement is packed with many value-added and innovative services:

Plan sponsor services

  • Access to products through an array of investment managers
  • Investment Option Guidebook to aid in the establishment of policy and selection of investment options for your plan
  • Directions Guidebook, an online plan operation guidebook
  • Benefit distribution assistance
  • Electronic data reporting

Participant services

  • Comprehensive participation and communication strategies, including local enrollment assistance and enrollment materials.
  • Asset allocation tools to simplify investing
  • 24-hour access to accounts via Internet or by phone
  • Educational materials about retirement saving
  • Access to online investment advice
  • Retirement plan statements
  • Plan Ahead.Get Ahead.SM, a monthly participant magazine

Learn more

Find out more about our innovative products by selecting a link from the Principal TPA Edge menu on the left.

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