Updates on the Wells Fargo Institutional Retirement & Trust acquisition

Get the latest updates on how we’re integrating the Wells Fargo Institutional Retirement & Trust business, including recent platform announcements.

Read about the integration
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Henrietta Mason

Associate Vice President, Human Resources

Lynwood, IL

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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 conversion of IRT business operations, employees, and clients will occur over the following 12-24 months. 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.