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Products November 12, 2009
Principal Updates TPA Program
The Principal Financial Group unveiled enhancements to its Principal TPA Edge program to help financial professionals and their TPAs capture new sales and manage their existing business.
Reported by PLANADVISER Staff
The program can help financial advisers servicing clients
administered by a TPA, according to Principal.
The updated Principal TPA Edge includes: new reporting capabilities that allow TPAs to create and review transaction reports online; automated services such as Participant Vesting Service, Automated Benefit Event Process, and Participant Loan Services; and a Retirement Dashboard that allows TPAs to manage their book of business around the clock.