Principal®
Monitor your retirement savings, track your wellness score, and manage your benefits with the all-in-one app designed for your life on the go.
Publisher
Category
FinanceDownloads
2M+User Rating
Total Ratings
215K+Locales
3Discover the interface used by 2M+ users.
The tools that make this app stand out, trusted by 2M+ users.
See exactly how you are tracking toward your retirement goals with a personalized score that turns complex data into clear progress.
Update your contributions, roll over funds, or adjust your investments in seconds—minimizing friction so you can focus on your career.
Access insurance information and expert financial education tools designed to help you manage debt and protect your family's security.
Trusted by 2M+ people who love this app.
"As I get closer to retirement, the Retirement Wellness Score has been a total game-changer. It’s incredibly reassuring to see exactly where I stand with just a quick glance. The app is intuitive, and I love that I can adjust my investments or increase my contributions without needing to call an advisor or navigate a complex desktop site."
"Finally, a finance app that doesn't feel like a chore! I used it to roll over my old 401(k) in minutes, and having my insurance info right there is so handy during doctor visits. It is the perfect tool for staying on top of my family's financial future while juggling a busy work schedule."
Everything you need to know about Principal®.
Description
Latest Version
4.0.48
Size
77.8 MB
First Released
Mar 2, 2019
Join over 2 million professionals who trust the Principal® app to track their Retirement Wellness Score and manage their benefits with ease. Take control of your financial journey today.
Everything you need to know about Principal®
The Principal® app enables users to view account balances, roll over funds, change contributions, adjust investments, and find insurance information. It also provides financial education and a Retirement Wellness Score.
Users check account balances in the Principal® app by navigating to the home screen. It displays the total principal balance and individual balances for accounts like 401(k), pension, and stock ownership plans.
Yes, the Principal® app includes a personalized Retirement Wellness Score tool. This feature shows users their progress toward retirement goals by projecting income replacement and indicating if they are on track.
The Principal® app allows users to modify their contribution rate. Users can adjust pre-tax deferral amounts by entering a percentage or a specific dollar amount per pay period.
Yes, the Principal® app supports rolling over funds. Users can upload images of checks, specifically requiring checks made out to Principal Life Insurance Company, directly through the app's interface.
Users access their insurance details within the Principal® app. The app provides information such as coverage type, member ID, employer number, and benefit contact information for various insurance plans.
Yes, the Principal® app allows users to adjust investments. It provides views of investment performance, including gain or loss, personalized rate of return, and a breakdown of the investment mix.
The privacy policy for the Principal® app is located online at principal.com/privacy-policies. Users can visit this URL for complete details regarding the app's data handling and privacy practices.
Principal Life Insurance Co., a member of the Principal Financial Group®, underwrites insurance products and provides plan administrative services. They are based in Des Moines, IA.
Yes, the Principal® app provides educational content on financial topics. It helps users improve confidence and make progress in budgeting, saving, and debt payoff strategies.
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