Products
Principal Updates TPA Program
<p>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.<br /></p>
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.