Checking PFG Balances

Roth Balance on Principal’s Website

With the addition of Roth for VIP, we have been receiving some questions on how employees can view their account balance by contribution type on Principal’s website. To view account balance by type, log into Principal’s website and click on the tile showing your account balance. This will bring you to the Overview screen. Then, from the Contributions drop-down menu, select “Contribution totals by source”. Under “Elective Deferral Summary”, select any of the blue hyperlinks to show the current balance of each contribution (source) type. The contribution source names on Principal’s website differ slightly from in UKG: “Employee Pre Tax” is for profit sharing contributions, “VIP” is for pre-tax VIP, and “Roth Elect Def” is for Roth VIP. Principal’s mobile app does not currently show balances by contribution type, but this is an enhancement they are considering for the future.

LINK: https://accounts.principal.com/oauth2/aus8xm6hson7W0A385d7/v1/authorize?client_id=Tzs5Rup3AXjUDya9qzzUY2uL8SuN4qvS&scope=openid%20profile%20offline_access&response_type=code&redirect_uri=https%3A%2F%2Fcredentials.principal.com%2Fportal%2Fapi%2Fauth%2Fcallback%2Fokta&state=ei2Ajtg7Ryz8zw-cbJcxPfSk_VkyZ_l6q0aNyotvm4g