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Greater Albany Public School District

Principal Funds
(aka: Principal Funds)

This Vendor Page has not been approved by Principal Funds,
but the information provided should be useful to you.

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 Homepage may be accessed here .

Product Information

Click the link(s) below for information on Principal Funds investment products:

Fee Information

Click the link(s) below for information on the fees associated with Principal Funds accounts:

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403(b) Investment Options

Principal Funds offers the following type(s) of 403(b) investment option:

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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:

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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.

 

Principal Funds (aka: Principal Funds) - Greater Albany Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Principal Funds Plan Number

When contacting Principal Funds or its local contacts, have ready your Greater Albany - Principal Funds GROUP NUMBER: To Be Determined

Greater Albany EIN

When contacting Principal Funds or its local contacts, you may require the Greater Albany EIN: 936002755

Greater Albany Local Contacts

Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Principal Funds on Greater Albany list of authorized vendors.

Request Additional Information from Principal Funds

Contact Principal Funds directly if you have additional questions about Principal Funds products or services.

Information Sharing Agreement, If Applicable

Principal Funds has NOT signed any Direct Information Sharing Agreement with Greater Albany or any Umbrella Information Sharing Agreement with CCC. Consequently, Principal Funds is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into Greater Albany 403(b) accounts.

Employer Minimum Contribution

Greater Albany does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Principal Funds does not require any monthly contribution amount .

Vendor Forms and Online Submissions Links

Principal 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.

Greater Albany Vendor Information Page

Information concerning the contribution types, catch-ups, transactions allowed under the Greater Albany 403(b) Plan and much more on the Greater Albany Information Page, available by clicking here.