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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.

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