It starts now.

Principal completes acquisition of Wells Fargo Institutional Retirement & Trust.

Read the press release >
 

News and updates about the integration

We’re committed to a thoughtful and deliberate integration, with a focus on seamlessly serving your plans. Check back here often for the latest news and updates.

Principal provides many choices and solutions for retirement plans.

More choice, more solutions for your retirement needs

Our nimble, flexible retirement services are focused on making your plan easy to run while helping participants achieve their goals.

Get a preview of our enhanced retirement capabilities >

Principal now has expanded trust and custody expertise.

Expanded trust and custody expertise

Our trust and custody team provides a full spectrum of financial services to help safeguard your assets.

Discover our expanded trust and custody expertise >

Principal has asset allocation solutions.

Discretionary asset management solutions tailored to institutions

Our suite of discretionary investment offerings provide asset allocation management and strategic guidance to help advance your goals.

Learn more about our growing suite of investment services >

An industry leader

#3 Defined contribution plans1

#1 Defined benefit plans4

#1 Nonqualified plans5

#1 ESOP plans6

Largest provider of active, multi-managed target date funds in the U.S.7

Questions?
We’re here to help.

For Principal customers and business partners, call 800-986-3343

For media inquiries, call 515-878-1504

For investor inquiries, call 515-235-9500

1 Pro-Forma calculations based upon data as of December 31, 2017 provided by PLANSPONSOR 2018 Recordkeeping Survey and inclusive of shock lapse and new sales assumptions.
2 World’s Most Ethical Companies: Ethisphere Institute, February 2018.
3 Forbes, May 2018.
4 Based on number of plans, PLANSPONSOR Defined Benefit Administration survey, May 2019.
5 Based on total number of Section 409A plans, PLANSPONSOR 2018 NQDC Recordkeeping Survey, June 2018.
6 Based on number of plans, PLANSPONSOR Recordkeeping Survey, June 2017.
7 Based on data from the Morningstar 2018 Target-Date Fund Landscape report. “Active multi-managed target date funds” describes the underlying assets.