457(b) Administrator Resources

Administrator Assistance

To access employee account information, submit employee updates and contributions 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 457(b) administration inquiries. 

•  Security Administrator Access Form - Add a new 457(b) 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.
• Annual Plan Limits - Includes both current calendar year and previous year IRS limits.
• Employer Legal Plan Documents - The 457(b) Plan Document consists of the master plan document, all amendments, and your organizations Joinder Agreement.
  
  • Deferred Compensation Master 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.