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Investment Only Solutions - Platform & Management

Platform Support

The Principal Funds Investment Only Solutions Team supports business from a variety of channels. Representatives of TPAs, recordkeepers, trust companies, and other platforms may contact a Relationship Manager for further information:

Managing Director - Investment Only
Title
Phone
Managing Director
630.705.0665
Team Member
Title
Phone
Sr. Relationship Manager
916.261.8094
Sr. Relationship Manager
617.429.0018
Sr. Relationship Manager
312.541.4079
Relationship Manager
515.235.6048
Internal Key Accounts Manager
515.235.9817
Internal Key Accounts Manager
515.247.5635

Platforms

Principal Funds are available on the following platforms. Please contact your sales team for additional information on platform and share class availability.

Platforms
ACS
ADP
AIG SunAmerica
Aon Hewitt
Ascensus
Bank of America Merrill Lynch
Banco Popular
Benefit Plan Administrators
BMO Harris Bank
Ceros Financial Services
Charles Schwab
Charles Schwab Trust Co.
Citi Private Bank
Citizens Bank
City National
Comerica
Commerce Trust
Compusys
CPI
DailyAccess Corporation
DRS
ePlan
ExpertPlan
Farmers
FASCore
Fidelity
Fifth Third
Folio Institutional
Frontier Trust
Genesis Employee Benefits, Inc.
Great West
ICMA-RC
ING
JPMorgan
July Business Services
Lincoln Financial Services
MassMutual
Matrix (MSCS)
Mercer Outsourcing
Mid Atlantic Capital Corp.
The Mutual Fund Store
Nationwide Financial
New York Life
The Newport Group
PAI
Paychex
Pershing
Principal Financial Group
Prudential
Putnam
Reliance Trust
Scottrade
Security Benefit Life
Shareholders Service Group
The Standard
Sun Trust
T. Rowe Price
TDAmeritrade
TDAmeritrade Trust Company
TIAA-CREF
Trade-PMR
Transamerica
Trust Company of America
US Trust Bank of America
Vanguard
VEBA
Wells Fargo Institutional and Retirement Trust
Wilmington Trust

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To obtain a prospectus, download online or call Sales Support at 1.800.787.1621

While this communication may be used to promote or market a transaction or an idea that is discussed in the publication, it is intended to provide general information about the subject matter covered and is provided with the understanding that The Principal® is not rendering legal, accounting, or tax advice. It is not a marketed opinion and may not be used to avoid penalties under the Internal Revenue Code. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, or accounting obligations and requirements. For more information about our funds, including their full names, please see the Principal Funds, Inc. prospectus or call Sales Support at 1.800.787.1621.

Investing involves risk, including possible loss of principal.

Principal Funds are distributed by Principal Funds Distributor, Inc.

Not FDIC Insured - May Lose Value - No Bank Guarantee

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