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.

Flexible

Our system is built to be nimble and scalable to meet the complex needs of all clients.

Efficient

Plan administration tasks are just a click away and streamlined for efficiency.

Simple

Navigate to your retirement plan solutions in one place from a single sign-on.

Personal

Personalized participant experience meets individuals where they are.

Robust

Interactive, engaging financial wellness tools and resources help build confidence.

Actionable

One-touch contribution increases make taking action simple.

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

Why the Principal Platform?

Significant research and due diligence went into the recordkeeping platform decision. Learn more about the selection criteria, where the platform decision fits in the integration of Wells Fargo IRT, and answers to other frequently asked questions.

Read the FAQs

Questions? We’re here to help.

For customers and business partners

For media inquiries

For investor inquiries

1 Dalbar’s WebMonitor Rankings, DC WebMonitor award for plan sponsor Q1 2019

2 Principal ranked #1 as a retirement plan service provider for participant website and online capabilities, based on number of recordkeeping plans, PLANSPONSOR Recordkeeping Survey, July 2018

3 Principal reporting from 1/1/2017 through 12/31/2017 for participants who use our digital resources.