Connect your payroll with your 401(k) provider

Integrate

Principal

with

Streamline your retirement management by integrating Principal with a wide network of over 200 payroll systems, ensuring comprehensive automation and efficient plan administration.

1,200+ payroll / recordkeeper integrations (and growing)

We support over 1,200 different integrations, so we can automate most any 401(k). If you don’t see your providers on our list, let us know – we constantly add providers to the growing list.

Pricing comparison of our payroll integration packages

Seamlessly integrate your payroll: discover the unique features of each 401(k) package.

Basic

$50/mo

Enhanced

$50/mo + 0.15% of AUM

Advisor Plus

0.20-0.40% of AUM

Features

Full 360 paroll integration
Eligibility tracking and onboarding
Administrative fiduciary
Investment fiduciary
Participant education & communications
Holistic financial advisors for all employees

The benefits of 360º integration

We integrate your payroll provider with top 401(k) providers. Our 360 integrations automatically update savings rates and loans, track eligibility and send notices - putting your 401(k) on auto-pilot.

Reclaim your valuable time

Experience the time-saving benefits of ForUsAll's 360 integrations, where updates to savings rates and loans are automatically synced with payroll when employees adjust their 401(k) contributions. Our system is designed to automatically track eligibility and send notices, putting your 401(k) management on auto-pilot, allowing you to focus on growing your business. Learn how our integration can save you time on Principal's 401(k) & 403(b) retirement plans page.

Eliminate error-prone tasks

ForUsAll's Principal integration is meticulously crafted to eliminate error-prone payroll tasks. The "Payroll X-Ray" feature runs up to 44 checks for each employee in each payroll file, finding mistakes humans can miss. This system is designed to help avoid time-consuming corrections and employee frustration, ensuring a smooth payroll process. Dive deeper into our error-prevention methods on Principal's retirement plans page.

Streamline enrollment

ForUsAll ensures that enrollment in your Principal 401(k) plan is seamless. Our platform automatically tracks eligibility, helps ensure notices are sent out on time, and keeps 401(k) census data perfectly synced. Explore the benefits of streamlined enrollment and how it can enhance your retirement plan on Principal's employee benefits and retirement plan solutions page.

Relax, we’ve got your back

With ForUsAll, gain the benefits of fiduciary protection. Our platform provides a 3(16) fiduciary that assumes legal liability for day-to-day plan administration, working closely with ERISA attorneys, auditors, and plan administration experts. This offers an added layer of security and compliance for your retirement plan. Learn more about how we protect your interests on Principal's retirement plan solutions page.

Integrate payroll to your 401(k) provider

The set up process takes 3 minutes

Step 1: Create your account

Get started by registering with us, It's fast, straightforward.

Step 2: Connect your payroll

Connect your payroll provider to effortlessly, utilizing top-notch security.

Step 3: Connect your 401(k)

Integrate your 401(k) provider to easily oversee that all payroll is being synced correctly.

Learn more

Principal

Seamless payroll integration for efficient 401(k) management.

About

Principal Financial Group, founded in 1879, stands as a global investment management leader and a member of the FORTUNE 500®, offering a wide range of retirement, investment, and insurance products designed to help individuals and businesses achieve financial security and success. Discover the diverse solutions Principal offers for companies of all sizes, from small businesses to large enterprises, on Principal's About Us page.

Differentiator

Principal differentiates itself in the marketplace through its comprehensive suite of financial services, including retirement and investment solutions tailored for businesses of any size. As a leading provider of 401(k) plan services, Principal is committed to helping clients achieve their retirement goals with innovative products and personalized support. Learn about Principal's unique position and offerings on Principal's retirement plans page.

Pricing

Principal's approach to pricing is customized, focusing on meeting the specific needs of businesses and individuals with their 401(k) plans. While direct pricing information is not available online, Principal encourages potential clients to contact them directly for detailed pricing based on their unique requirements. For more information on how to get started with Principal, visit Principal's contact page.

Company Stats

Plan Assets ($)

$450Bn

Total Plan Count

46,769

Total Participant Count

11,200,948

Seeking a different 401(k) provider

Browse through our extensive network of 401(k) providers to find your ideal match.

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This material has been prepared for informational and educational purposes only and should not be construed as a recommendation by ForUsAll, Inc., its affiliates or employees (collectively, “ForUsAll”)  to activate a cryptocurrency window or invest in crypto.  Investing in crypto can be risky and investors must be able to afford to lose their entire investment.  You should consult with your own advisers before activating a cryptocurrency window or investing in crypto.  ForUsAll does not provide legal, tax, or accounting advice. Please refer to your Plan's fee disclosure for more details.© 2023 ForUsAll, Inc. All rights reserved.
1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.