Services

You receive a robust package of services from us to help ensure your retirement plan needs are met. Principal Life Insurance Company stands behind our services with our Service Warranty (PDF) providing a promise of quality service and level of indemnification protection.

Search for a Service | View a printable summary of your retirement plan services (PDF)

Service NameService TypeService levelStatus
Actuarial valuation reportActuarial Consulting ServicesCore Active
Adjusted funding target attainment percentage certificationActuarial Consulting ServicesCore Active
Annual funding NoticeActuarial Consulting ServicesCore Active
Consultation with actuarial teamActuarial Consulting ServicesCore Active
Frozen plan and termination strategyActuarial Consulting ServicesCore Active
Pension Benefit Guaranty Corporation (PBGC) variable rate premiumsActuarial Consulting ServicesCore Active
Plan accounting information: ASC 960 (fka FAS 35)Actuarial Consulting ServicesCore Active
Schedule SB/MBActuarial Consulting ServicesCore Active
Asset Liability Modeling (ALM)Actuarial Consulting ServicesOptional Inactive
Funded status trackingActuarial Consulting ServicesOptional Inactive
Controlled groupsConsulting ServicesCore Active
Core plan design consultingConsulting ServicesCore Active
Fiduciary resourcesConsulting ServicesCore Active
Legislative updatesConsulting ServicesCore Active
Merger and acquisition consultingConsulting ServicesCore Active
Plan benchmarking informationConsulting ServicesCore Active
Plan compliance guideConsulting ServicesCore Active
Replacement ratio and needs analysisConsulting ServicesCore Active
Electronic data reportingData Management ServicesCore Active
Restricted benefit calculationData Management ServicesCore Active
Retirement benefit limitation monitoringData Management ServicesCore Active
Vesting recordsData Management ServicesCore Active
Recordkeeping by group or locationData Management ServicesOptional Inactive
Benefit distributions and annuity paymentsDistribution ServicesCore Active
Benefit event processDistribution ServicesCore Active
Death claimsDistribution ServicesCore Active
Qualified Domestic Relations Order (QDRO)Distribution ServicesCore Active
Required tax withholding on distributionsDistribution ServicesCore Active
Beneficiary NoticesGeneral ServicesCore Active
Client Service Associate(s) / Manager(s)General ServicesCore Active
Comprehensive reporting on Sub-Advised Investment OptionsGeneral ServicesCore Active
Daily account valuationGeneral ServicesCore Active
Electronic Funds Transfer (EFT)General ServicesCore Active
Eligibility determinationGeneral ServicesCore Active
Employer login on principal.com website featuresGeneral ServicesCore Active
Investment Platform: Sub-Advised Inv. Options and Mutual Fund NetworkGeneral ServicesCore Active
Plan & Investment Review - Representative of The PrincipalGeneral ServicesCore Active
Plan transitionGeneral ServicesCore Active
Sample Group investment policy statementsGeneral ServicesCore Active
The Principal Blog®General ServicesCore Active
Communication and education plansGeneral ServicesCore Inactive
Customized LogoGeneral ServicesOptional Inactive
Investment advisory ServicesGeneral ServicesOptional Inactive
Plan documents and restatements - customGeneral ServicesOptional Inactive
Plan documents and restatements - Principal volume submitter modifiedGeneral ServicesOptional Inactive

These Event-based services may have fees charged by us. Fees for these services will be determined at the time you request a specific service.

Service NameService Type
Actuarial valuation reportActuarial Consulting Services
Adjusted funding target attainment percentage certificationActuarial Consulting Services
Annual funding NoticeActuarial Consulting Services
Consultation with actuarial teamActuarial Consulting Services
Frozen plan and termination strategyActuarial Consulting Services
Pension Benefit Guaranty Corporation (PBGC) variable rate premiumsActuarial Consulting Services
Plan accounting information: ASC 960 (fka FAS 35)Actuarial Consulting Services
Schedule SB/MBActuarial Consulting Services
Asset Liability Modeling (ALM)Actuarial Consulting Services
Funded status trackingActuarial Consulting Services
Controlled groupsConsulting Services
Core plan design consultingConsulting Services
Fiduciary resourcesConsulting Services
Legislative updatesConsulting Services
Merger and acquisition consultingConsulting Services
Plan benchmarking informationConsulting Services
Plan compliance guideConsulting Services
Replacement ratio and needs analysisConsulting Services
Electronic data reportingData Management Services
Restricted benefit calculationData Management Services
Retirement benefit limitation monitoringData Management Services
Vesting recordsData Management Services
Recordkeeping by group or locationData Management Services
Benefit distributions and annuity paymentsDistribution Services
Benefit event processDistribution Services
Death claimsDistribution Services
Qualified Domestic Relations Order (QDRO)Distribution Services
Required tax withholding on distributionsDistribution Services
Beneficiary NoticesGeneral Services
Client Service Associate(s) / Manager(s)General Services
Comprehensive reporting on Sub-Advised Investment OptionsGeneral Services
Daily account valuationGeneral Services
Electronic Funds Transfer (EFT)General Services
Eligibility determinationGeneral Services
Employer login on principal.com website featuresGeneral Services
Investment Platform: Sub-Advised Inv. Options and Mutual Fund NetworkGeneral Services
Plan & Investment Review - Representative of The PrincipalGeneral Services
Plan transitionGeneral Services
Sample Group investment policy statementsGeneral Services
The Principal Blog®General Services
Communication and education plansGeneral Services
Customized LogoGeneral Services
Investment advisory ServicesGeneral Services
Plan documents and restatements - customGeneral Services
Plan documents and restatements - Principal volume submitter modifiedGeneral Services