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Corporations Endowments, foundations, and nonprofits Health care organizations Insurance and financial institutions Public and government institutions Benefit payment services Custody account services Financial analytics and specialty reporting Rabbi trust and change in control services Trust services and fiduciary services Principal

Trust services and fiduciary services

Trust services and fiduciary services

Strong oversight and the highest standards of governance.

Principal庐 Custody Solutions provides scalable trust and fiduciary services supported through a flexible service model.

To help you meet day-to-day obligations as a fiduciary, we build long-term relationships with your account holders through our asset servicing and investment management products and services. We鈥檙e here to learn and understand your organization鈥攆rom how we can support your operational model to your short- and long-term goals. 

How a custody account with Principal庐 differs from a brokerage safekeeping account.

Institutional trustee and fiduciary services include:

  • Facilitation of master trust accounting
  • Ability to act as directed trustee
  • Collection of interest and dividends for all held securities
  • Notification and processing of voluntary, mandatory, and corporate actions
  • Collection of principal and interest on called bonds, redemptions, and maturities
  • Monthly statements and online reporting with secure, 24/7 system access
  • Participant 24/7 online access
  • Process and distribute benefit payments
  • Support for participants through the Engagement Center

We can act as your trustee for retirement plans including VEBAs, 401(k) plans, profit sharing plans, money purchase pension plans, and deferred compensation plans. We help safeguard your investments and provide fiduciary guidance to assist you with meeting your responsibilities.

We can also work with you to help manage your assets and offer Section 115 or VEBA trust document services under GASB. We provide trust services to help public sector employers set aside funds for future benefit obligations.
Reach out

Have questions? Let鈥檚 talk.

See how Principal庐 Custody Solutions could help you reach your unique goals.

Request to speak with a specialist

If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.

The subject matter in this communication is educational only and provided with the understanding that Principal庐 is not rendering legal, accounting, investment advice, or tax advice. You should consult with appropriate counsel, financial professionals and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.

OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within 亚洲无码Asset ManagementSM. 亚洲无码Asset Management leads global asset management at Principal庐.

Custody and trust services are provided by 亚洲无码Bank庐, Member FDIC, and/or 亚洲无码Trust Company庐. These services are provided under the trade name Principal庐 Custody Solutions. 亚洲无码Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When 亚洲无码Custody Solutions is providing investment management services, 亚洲无码Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of 亚洲无码Asset Management. Customers may also contract directly with 亚洲无码Asset Management for investment management services. In those instances, 亚洲无码Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

亚洲无码Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). 亚洲无码Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 亚洲无码Asset Management is a trade name of 亚洲无码Global Investors, LLC.

Insurance products and plan administrative services provided through 亚洲无码Life Insurance Company庐.

亚洲无码Life Insurance Company, 亚洲无码Global Investors庐, 亚洲无码Bank, and 亚洲无码Trust Company are members of the 亚洲无码Financial Group庐, Des Moines, Iowa 50392.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, 亚洲无码Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the 亚洲无码Amount Invested

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