Principal Financial Group, Inc. 401(k), pension plans
5 retirement plans filed by Principal Financial Group, Inc. from 2014 to 2024: 1 still files, 3 moved their money into another plan and 1 ended. Its plans still hold money for 5,985 people who left (2024 reports).
Worked at Principal Financial Group, Inc.?
Enter your years. We show which plan covered you, where its money went, who to call, and draft a free letter to the plan. No Social Security number.
Its plans
Principal Pension Plan for Certain Former Agents
Pension · filed 2014 to 2024 · up to 20,398 people · employer ID 42-1520346, plan 001 · 273 who left still in the plan (2024)
In 2022, its money moved into the Principal Cash Balance Plan.
Records then: Principal, per the 2024 report.
Principal Cash Balance Plan
Pension · filed 2022 to 2024 · up to 18,866 people · employer ID 42-1520346, plan 005 · 5,985 who left still in the plan (2024)
Still files every year.
Records: Principal, 800-547-7754 (Retirement plan participants, weekdays 7am-9pm CT; per the 2024 report)
The Principal Select Savings Plan
401(k) · filed 2016 to 2024 · up to 17,713 people · employer ID 42-1520346, plan 003 · 4,769 who left still in the plan (2024)
In 2016, its money moved into the The Principal Select Savings Plan for Individual Field.
Records then: Principal, per the 2024 report.
The Principal Select Savings Plan for Individual Field
401(k) · filed 2016 to 2022 · up to 1,702 people · employer ID 42-1520346, plan 004
In 2016, its money moved into the The Principal Select Savings Plan.
Records then: Principal, per the 2022 report.
Kapsch Trafficcom 401(k) Plan
401(k) · filed in 2015 · up to 254 people · employer ID 42-1520346, plan 001 · 28 who left still in the plan (2015)
Stopped filing after 2015 without a final report.
Records then: Principal, per the 2015 report.
Questions
Who do I call about an old Principal Financial Group, Inc. retirement plan?
Principal keeps the records of the Principal Cash Balance Plan: 800-547-7754. Have your years there ready. They will check who you are, so share personal numbers only on a call you placed yourself.
What happened to Principal Financial Group, Inc.'s older plans?
The Principal Pension Plan for Certain Former Agents: In 2022, its money moved into the Principal Cash Balance Plan. The The Principal Select Savings Plan: In 2016, its money moved into the The Principal Select Savings Plan for Individual Field. The The Principal Select Savings Plan for Individual Field: In 2016, its money moved into the The Principal Select Savings Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Principal Financial Group, Inc. plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Principal Financial Group, Inc. have?
Its filings show 401(k) and pension plans, filed 2014 to 2024.
Sources: 31 annual reports filed with the U.S. Department of Labor (Form 5500), 2014 to 2024; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 42-1520346. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Principal Financial Group, Inc. or the government.