Principal e-Distribution Services℠

Principal e-Distribution Services℠ 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 Principal®, these 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

To learn more about Principal e-Distribution Services, your ESOP consultant and administrative team can help you determine which serive options best meet your needs. Give us a call if you have any questions.