Helping you navigate the regulatory and fiduciary requirements of your organization.

We know the complexities of different corporate arrangements—including S-corporations and C-corporations—and Principal® Custody Solutions can help navigate any custody or trust challenges.

  • Operating budget
  • Reserves
  • Balance sheet assets
  • General ledger
  • Corporate cash
  • Unitized accounting
  • Rabbi trust and change in control services
  • Investment manager support
  • Relationships with third-party administrators
  • Retirement assets
  • ERISA compliance reporting
  • Paying agent for benefit payments
  • Corporate actions
  • Proxy voting

We know firsthand about the intricacies that come with managing assets internally and having other assets managed by outside investment managers. We are also keenly aware of the importance of access to sophisticated yet flexible reporting including performance analytics to provide the information that you need at your fingertips.

Reach Out

Have questions? Let’s talk.

Are you a retirement plan participant with a question? Get immediate answers from the Engagement Center at 877-877-1207.


Principal Global Advisors is a specialized investment management group within Principal Global Investors®.  Principal Global Investors leads global asset management at Principal®.  

Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®.  These services are provided under the trade name Principal® Custody Solutions, a division of Principal Bank. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company. 

When Principal Custody Solutions is providing investment management services, Principal Custody Solutions serves as the investment manager or discretionary trustee, but leverages the investment expertise of Principal Global Advisors.  Customers may also contract directly with Principal Global Advisors for investment management services.  In those instances, Principal Custody Solutions serves solely in a custodial or trustee capacity.  Please refer to your underlying service agreements for details.

Principal Financial Group closed the acquisition of certain assets of the Wells Fargo Institutional Retirement and Trust business (IRT) on July 1, 2019. The transition, transfer, and integration of IRT business operations, employees, and clients is scheduled to occur by March 2022. During the transition period, Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company, will continue to operate and service the IRT business for the benefit of Principal®, including providing recordkeeping, trustee, and/or custody services.  Wells Fargo has not reviewed the content of the attached material and makes no judgment of its accuracy.

Principal Global Investors, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.  Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. © 2021 Principal Financial Services, Inc.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested