A better retirement starts with the experience
Going beyond financial literacy, we're providing easy-to-use digital resources to help participants make more confident financial decisions.Learn more about our resources
Improving plan health and retirement readiness
We're evolving the Principal® defined contribution and defined benefit retirement platform. It will incorporate the best capabilities from both Principal and Wells Fargo Institutional Retirement and Trust (IRT). Combined, these features can help drive results for plan sponsors and participants alike.
Working with us is easy
We believe a better retirement begins with a better customer experience. Throughout this integration, we’re focused on seamlessly providing the customer care you expect along with best-in-class enhancements to help drive outcomes.Preview our enhancements (PDF)
Industry-leading user experience
- Principal ranked “best-in-class” plan sponsor financial service website 1
- Principal ranked #1 for participant website and online capabilities 2
- Participants who logged into the Principal website have a 50% higher average deferral rate 3
Principal platform selected for total retirement suite
Advanced digital experience for deferred compensation plans
As the #1 service provider of nonqualified deferred compensation plans4, our platform was built to meet the unique designs of NQ plans. This gives you access to more plan asset and liability reporting, investment resources and other tools to assist with plan administration.See our NQ experience Have a trust?
Robust employee stock ownership plan (ESOP) system
We’re the #1 service provider of employee stock ownership plans5 and have built our ESOP platform with innovative tools—including a web-based resource to manage private ESOP cash flow projections and hassle-free elections—to help you manage your plan simply and efficiently.See our ESOP experience