Principal

Support retirement plans using accurate payroll and employee data

  • Sync payroll data for contributions
  • Support enrollment and plan administration
  • Improve accuracy of retirement reporting

Principal

Integrating Principal with Paylocity

The Paylocity and Principal integration streamlines retirement plan administration by securely transferring employee and payroll data from Paylocity into Principal. This reduces manual tasks and supports accurate retirement contributions and participant updates.

  • Send employee demographic, eligibility, and payroll data to Principal
  • Automate payroll deductions and contribution processing for retirement plans
  • Maintain accurate participant records as employee data changes
  • Reduce reconciliation efforts and improve data accuracy

By integrating Paylocity with Principal, organizations can simplify retirement plan workflows and provide employees with a more seamless retirement savings experience.

About Principal

Principal provides retirement plan and financial services designed to help employers and individuals manage retirement savings and planning.

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