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 resourcesImproving 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 FAQsQuestions? We’re here to help.
For customers and business partners
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