This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.
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.
Downloads
2M+User Rating
Total Ratings
215K+Publisher
Category
FinanceLocales
3Latest Version
4.0.48Size
77.8 MBFirst Released
Mar 2, 2019Take Control of Your Financial Future
The Principal® app puts your retirement goals and employee benefits at your fingertips, helping you plan with confidence and ease.
Know Your Wellness Score
See exactly how you are tracking toward your retirement goals with a personalized score that turns complex data into clear progress.
Seamless Account Management
Update your contributions, roll over funds, or adjust your investments in seconds—minimizing friction so you can focus on your career.
Frequently Asked Questions
Everything you need to know about Principal®
What functionalities does the Principal® app offer?
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.
How can I check my account balances in the Principal® app?
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.
Can I track my retirement progress with the Principal® app?
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.
How do I modify my contribution rate in the Principal® app?
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.
Is it possible to roll over funds using the Principal® app?
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.
Where can I access my insurance details within the Principal® app?
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.
Does the Principal® app allow users to adjust investments?
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.
Where is the privacy policy for the Principal® app located?
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.
Who underwrites insurance products for Principal® plans?
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.
Does the Principal® app provide educational content on financial topics?
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.
The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.
App Store
Screenshots
Principal app home screen displaying total account balance and a breakdown of investment accounts like 401k and pension plan
Principal mobile app interface showing 401k account balance contributions and investment performance graph
Principal app interface showing a retirement wellness score of ninety two
Principal app screen showing the first step to set up retirement savings contributions
Principal mobile app screen for adjusting pre-tax deferral contribution percentages for retirement savings
Principal app dashboard displaying investment portfolio mix with a donut chart and retirement account balance
Principal app screen showing the mobile check upload process for rolling over retirement funds
Principal app screen displaying a digital dental insurance ID card and plan coverage details.
Description
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This page is not an official page of the app or its developer, but an independent editorial publication created for informational and commentary purposes. Unless expressly stated otherwise, neither the app nor its developer is affiliated with, endorsed by, sponsored by, authorized by, or otherwise officially connected with MWM, Apple, Google Play, the app publisher, or the app's developer, and nothing on this page implies that the app was developed using MWM's services. Any trademarks, logos, screenshots, and other content remain the property of their respective owners.