Principal Funds (aka: Principal Funds) - General Status
Principal Funds will be exiting the 403(b) market. Principal funds will not accept any contributions into existing accounts as of 31 December 2008. They will disseminating this information within the next two weeks.
Principal Funds (aka: Principal Funds) Web Homepage
Principal Funds has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Principal Funds, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Principal Funds to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Principal Funds offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Principal Funds does NOT accept Roth 403(b) contributions.
Marketing Information
Investment products of Principal Funds are marketed using the following approaches:
- End of List Declared by Principal Funds
Helpful Employee Resources
Principal Funds has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Principal Funds provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Principal Funds, please visit our General Principal Funds Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Vendor FormsPrincipal Funds has supplied the following forms which may be PDFs or online submittals: Please contact Principal Funds to request any other type of forms you might need.
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Employers for which Principal Funds (aka: Principal Funds) is Eligible to Receive Contributions
Important: The list below represents those Employers in whose 403(b) Plans Principal Funds holds an Active Payroll Slot:
Important: The list below represents those Employers in whose 403(b) Plans Principal Funds holds an Inactive Payroll Slot:
Employers for which Principal Funds is Eligible to Receive Exchanges, Transfers, and Rollovers
Important: The list below represents those Employers in whose 403(b) Plans Principal Funds is eligible to receive exchanges, transfers, and rollover contributions because Principal Funds has signed
a Direct Information Sharing Agreement with Employers in this list:
Employers for which Principal Funds is an Orphaned Vendor
An Orphaned Vendor is a Vendor that received contributions under the Plan during the period 1/1/2005 through 12/31/2008, but has not and will not receive Contributions, Exchanges, Transfers, or Rollover Contributions into Accounts under the Plan after 12/31/2008. The list below represents those Employers in whose 403(b) Plans Principal Funds is classified as an Orphaned Vendor:
Employers for which Principal Funds is a Deselected Vendor
Important: A Deselected Vendor is a vendor that held an Active or Inactive Payroll Slot an employer's 403(b) Plan and received contributions after 12/31/2008, but the vendor is no longer eligible to receive contributions in the plan. The list below represents the employer 403(b) plans where Principal Funds is a Deselected Vendor.
Employers for which Principal Funds is a Grandfathered Vendor
Important: The list below represents those Employers in whose 403(b) Plans Principal Funds is classified as a Grandfathered Contribution Vendor:
Important: The list below represents those Employers in whose 403(b) Plans Principal Funds is classified as a Grandfathered Exchange Vendor:
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