457(b) 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 457b 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.

•  Security Administrator Access Form - Add a new 457b Plan Administrator or remove an existing Plan Administrator. 

Administration Tools

• ACCE 457(b) 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
  
  • Deferred Compensation Plan Document, Amendment 1, Amendment 2, & Amendment 3.
• Employee Orientation Materials - Please provide to all eligible Key employees at date of hire.  
  
  • Do You Have a Retirement Gap?
  • What is a 457(b) Plan?
  • 457(b) Catch-up Contribution Rules
  • Important Information for New 457(b) Participants
  • 457(b) Plan Highlights
  • Principal Access Guide
  • Principal Retire Secure Guide
• Employee Termination Kit - Please provide to all 457(b) Participants upon departure & immediately submit their termination date to Principal via the Plan Administrator website.
  • Important information for Terminated 457(b) Participants 
  • Principal 457(b) Distribution Guide

Forms Center

• 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.