401(k) Administrator Resources
Administrator Assistance
To access plan information, submit data to Principal, or find answers to common questions, please log into www.principal.com or contact the ACCE Benefits Team at [email protected] for assistance with all 401k administration inquiries.
If you would like to reach a specific ACCE Benefits Team Member we can be reached at 703-998-0072 or via email.
| Christy Merilus, Benefits Service Associate | [email protected] |
| Shonda Norris, Sr Benefits Service Associate | snorris@acce.org |
| Colleen Logan, Sr Benefits Services Manager | [email protected] |
| Stacey Breslin, Executive Director, Vice President Benefits Services | [email protected] |
Note: For technical support issues or assistance with Plan Administrator login please contact Principal at (833) 218-3356.
- Security Administrator Access Form - Add a new 401k Plan Administrator or remove an existing Plan Administrator.
Administration Tools
- ACCE 401(k) Plan Administration Manual
- Includes contact information, a brief description of plan options, and administrative guidelines important to the successful administration of the multiple-employer profit sharing plan.
- Employer Legal Plan Documents
- MEP Master Plan Document - Please refer to your current Participation Agreement for plan provisions specific to you organization.
- Amendment 1, Amendment 2, Amendment 3, Amendment 4, Amendment 5, Amendment 6, Amendment 7, & Amendment 8 to the Master Plan Document.
- Employee Orientation Materials - Reminder: you are legally required to provide to all W-2 employees at date of hire. Please include your current Plan Highlights, EACA Notice, and Safe Harbor Notice (if applicable) in addition to the following:
- Summary Plan Description (SPD)
- Principal Access Guide
- Principal Retire Secure Guide
- 404(a) Disclosure Notice - Updated quarterly with the latest investment performance.
- QDIA Notice - Updated annually
- Annual Plan Limits - Includes both current calendar year and previous year IRS limits.
Plan Administrator Webinars - More Coming Soon!
- Februray 2026 - Annual 401(k) Plan Review (Slides only)
- December 2025 - Regulatory Changes & Compliance Update Webinar (Slides only)
- December Payroll & Compensation Tasks Webinar (Slides only)
Forms Center
- EFT Authorization Form - Set-up or make changes to your bank information.
- Beneficiary Claims
- Death Notification Form - To be completed by the Plan Administrator in the event of a participant death.
- Death Benefit Claim Form - To be completed by the beneficiary who is claiming benefits under the retirement plan.
- Qualified Domestic Relations Orders
- Please review the QDRO Procedures and forward the DRO and a completed QDRO Checklist to the ACCE Benefits Team. A Sample QDRO is provided for reference, but legal documents you receive may vary considerably.
- Please review the QDRO Procedures
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