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
• Health Savings Accounts - Plan documents

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