Principal e-Diversification Services℠

Principal e-Diversification Services℠, is a front-to-back diversification service 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 diversification processing. It is comprised of:

Diversification notice
Call center support
Online diversification election
Advice to Trustee reports
Check writing

More Information

Your ESOP consultant and administrative team can help you determine which service options best meet your needs. Give us a call if you have any questions.

View Diversification Report