Individual Solutions

To assist you in providing the products and services your individual clients want and need, Principal Trust Company offers a wide range of solutions and administrative services for college and retirement savings plans, including:

IRAs

Plan documents
Recordkeeping of contributions and distributions
Assist with calculating RMDs
Beneficiaries
Rollovers
Conversions

Individual 401(k)

Plan documents
Recordkeeping of contributions, distributions
Loans
Tax reporting, etc.

Coverdell Educational Savings Accounts

Plan documents
Recordkeeping
Plan limits information
Compliance responsibilities

Personal Trusts

Special Needs
Marital and Residual (AB)
Asset Protection
Revocable (Living) or Irrevocable
Charitable
Irrevocable Life Insurance (ILITs)

Health Savings Accounts - Plan documents

Principal Trust can provide recordkeeping of contributions and distributions for your individual clients.