Stock plan solutions

Stock plan solutions

Whether your clients need a new stock plan benefit for their employees or they already have one, we can help.

Help me decide which new stock plan

My client already has a stock plan

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Industry-leading solutions for stock plans

Your clients are looking for ways to better recruit, retain, and motivate employees while keeping up with the current business environment. Working with Principal® will help you get access to holistic insights to help clients make more informed benefits decisions and support their overall business goals.

Using your guidance and our simplified experience, your clients can take advantage of:

  • A single, integrated view of retirement and stock plans
  • Holistic employee engagement
  • Technology that helps turn real-time data into actionable insights

Equity compensation plans

Plans that can help recruit, retain and reward your clients' employees.
 

Employee stock ownership plans

Plans that can help your clients transition the ownership of their company over time.
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Dispelling 6 equity compensation myths

Read more dispelling myths

Learn more

If your client already has a stock plan benefit, contact your local Principal® representative or support team to learn more about the power of one service provider.

Total Retirement Solutions

Footnotes

The No. 1 ESOP provider by number of plans, according to the annual PLANSPONSOR Recordkeeping Survey, July 2020.

Principal Financial Group closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. The transition, transfer, and integration of IRT business operations, employees, and clients will occur over the following 24 months. During the transition period, Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, will continue to operate and service the IRT business for the benefit of Principal®, including providing recordkeeping, trustee, and/or custody services. Wells Fargo has not reviewed the content of the attached material and makes no judgment of its accuracy.

Intended for financial professionals.

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals, and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.