Product Details



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Principal Advantage
Product ID: 330

Vendor:
Principal Financial Group
Type:
Mutual Fund 


$779
1.11%
None
Yes
Roth Eligible



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(800) 258-9041
 E-mail:
Mailing Information  Address:
711 High St
Des Moines , IA 50392
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Principals investment product which utilizes mutual fund investment options

Select the topics below to expand and view additional product details


Zero rate level mutual funds
Participant can choose to rebalance portfolio online
Participant can choose to switch funds on their portfolio online

Participants can choose to request a loan

Participants can choose to request a hardship withdrawal

Principal will facilitate payment of RMDs

Yes


All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees

0.80% Quarterly Percentage of Annual Assets Yes No Yes
Fee Waiver
For the fee computed above it can vary up to 1 to 80 bps. Plan administrative expenses typically include items such as recordkeeping, participant website access, participant statements, plan compliance services and financial professional services.

$50.00 At the time of transfer Flat Dollar Amount Yes No Yes
Fee Waiver
402(g) refund fee (deferral contributions made in excess of IRS limit)

$300.00 Annually Flat Dollar Amount No No Yes

$50.00 At the time funds are withdrawn Flat Dollar Amount No No Yes

$50.00 At the time funds are withdrawn Flat Dollar Amount No No Yes

$12.00 Quarterly Flat Dollar Amount No No Yes

$350.00 At the time funds are withdrawn Flat Dollar Amount Yes No Yes
Fee Waiver
Qualified Domestic Relations Order processing fee: $350.00 for each Domestic Relations Order processed. The fee is divided equally between the participant and the alternate payee involved unless specified differently within the Domestic Relations Order or the Plan's Administrative Procedures.

$25.00 At the time funds are withdrawn Flat Dollar Amount Yes No Yes
Fee Waiver
This fee is only subject when wiring funds, which is not a requirement OR stopping payment on a check for any reason

Funding Options


Fixed Investment Options

Variable Investment Options


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