Transition of our retirement plan services to Principal® is now complete!
Great News! The transition of your retirement plan services to Principal® is now complete! You’re now able to rebalance the transferred funds by using the personal login at principal.com or by calling the automated voice system at 800-547-7754.
Before you can access account information, you’ll need to establish a password/PIN. If you haven’t already done so, updated instructions are attached.
Once you access the account, you may:
- View or hear account information
- Change your investment direction for new contributions
- Transfer existing account balances from one investment option to another
- Utilize various tools and resources at principal.com
- View account balance information on your plan statement.
Shortly, you’ll also receive an opening statement from Principal showing the balances that transferred from your prior provider.
We understand that retirement planning can be difficult. If you have any questions about the account or need assistance with your retirement needs, reach out to 800-547-7754 and follow the prompts to speak to a retirement specialist.