401(k) Administrator Resources

Administrator Assistance

To access employee account information, submit employee updates, contributions, and compensation data to Principal, or obtain reports for your plan, please log into www.principal.com with your plan administrator login credentials. For technical support issues or assistance with Plan Administrator login please contact Principal at (833) 218-3356.

Please contact the ACCE Benefits Team at [email protected] for assistance with all 401(k) administration inquiries. 

•  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.
  • How to Upload to ACCE Portal
• Employer Legal Plan Documents - The 401(k) Plan Document consists of the master plan document, all amendments, and your organizations current Participation Agreement.
  
  • MEP Master Plan Document - Please refer to your current Participation Agreement for more specific plan provisions for your 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)
  • How to Provide High Income Earner (HIE) Status to Principal
• December Payroll & Compensation Tasks Webinar (Slides only)
  • Annual Payroll Register Guidance
  • How to Submit Annual Compensation to Principal
  • How to Order a Participant Data Report

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.