principalfunds.com

1.2
1.2 Based on 20 reviews

We are Principal Financial Group®. We help people and companies around the world build, protect and advance their financial well-being....

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Dave John
Good luck withdrawing into an estate

My father passed away this past year. Withdrawing the funds into an estate have been a nightmare. You go through the normal pile of paperwork, but they attempt to roadblock you along the way at multiple points. They need certain legal documents from previous employers, security pass keys (that my father would have never known), start of employment, end of employment, contract numbers for his 401k. All at different stages to differ you from going further to avoid paying out his 401k. This company will make it as hard as possible for you to just give up, move along and keep money that isn't theirs. Sadly, allot of other financial groups operate in the same manner.

1
Date of experience: Feb 06, 2026

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Business Details

  • We are Principal Financial Group®. We help people and companies around the world build, protect and advance their financial well-being.

  • language https://principalfunds.com

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