The Principal Financial Group has unveiled a new website designed to make life easier for third-party administrators, giving them the ability to manage clients' retirement plans online.
The website features more of the information and transactional capabilities TPAs need to administer plans more efficiently. These include:
- Easier plan and participant transactions
- Plan compliance testing
- Goverment filing information
- Other key day-to-day tasks
"As part of our ongoing commitment to TPA's, we developed the new site based on their feedback to meet their specific needs as they manage clients' plans," said Jeff Schreiber, vice president of TPA business development at The Principal. "TPAs and financial professionals are at the core of our service model and so we are focused on helping them be as efficient as possible.
"The new website represents a significant investment of time and resources – another example of our commitment to helping the TPAs better serve financial professionals and their clients," said Schreiber.
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The new TPA site was launched following Principal's first TPA Edge Sales Academy, a two-day networking and training seminar.
To view a demonstration of the new site, contact the Principal TPA Edge Service Team at 800-958-5124.
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