Welcome to Principal®

Principal® welcomes

Welcome from Dan Houston

Since you can’t be here in person, take a look around

Our mission

Principal is committed to helping people live their best lives.

We are a leading retirement service provider

Top 3 in defined contribution recordkeeper3

#1 Defined Benefit recordkeeper4

#1 Employee stock ownership plan provider5

#1 Nonqualified deferred compensation provider5

$1.2T in safeguarded trust & custody assets4

Our commitment to...

In 2019, we raised more than $5.7 million to help 130,000 Iowa children. Since 2007 when Principal signed on as the title sponsor, the annual PGA TOUR Champions event has raised more than $23 million.

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Since you can’t visit us in person, please explore this website created to provide you with a virtual visit to Principal. In advance of the meetings the week of April 27th, please take a few minutes to view the videos on this site and the AMEX Virtual Finals agenda/bio document. We are passionate about helping people save enough and have enough in retirement and we’re excited for you to experience all that is Principal.
If you didn’t get a chance before our meetings the week of April 27th, please explore this website created to provide you with a virtual visit to Principal. As a follow-up to the meetings, please take a few minutes to review the virtual finals agenda/bio document and presentation materials.

As a valued client of Wells Fargo/IRT and Principal, we thank you for the opportunity to retain your partnership and demonstrate to you the power of our combined organization. We are passionate about helping people save enough and have enough in retirement and we’re excited for you to experience all that is Principal.
Download agenda and bioVirtual finals presentation material
  

About Principal

Our expertise spans the globe, but we’re bound by one common purpose: to give you the financial tools, resources and information you need to live your best life.

Our story

We got tired of corporate videos that were, well, too corporate. So, here’s us. In two minutes.

Award winning Principal experience

High tech. High Touch.

A little bit more about us

We are a global Retirement leader with 33 million customers worldwide2 including 9.1 million retirement plan participants3.

  • Over 75 years the retirement industry1
  • Our people-first approach makes us a top workplace for employees.
    • Forbes America’s Best Employers8
    • World’s Most Ethical Companies9
    • 2019 Working Mother 100 Best Companies10
    • IDG Computerworld 100 Best Places to Work in IT11
    • Scored 100 out of 100 on the Human Rights Campaign Foundation Equality Index12
  • By blending great people with cutting-edge technology, we lead the industry in service.
    • #1 for participant service and support13
    • #1 for advisor service and support13
    • 30 best-in-class awards for participant and plan sponsor services14
  • No matter the size or industry we offer innovative solutions
    • Top 3 Defined contribution recordkeeper3
    • # 1 Defined benefit recordkeeper4
    • #1 Employee stock ownership plan provider5
    • #1 Nonqualified plan provider5
    • Top 3 provider in pension risk transfer business7
    • #2 In Rabbi Trusts serviced6
    • $1.2T In safeguarded trust and custody assets4

Disclosures

This website is intended to be educational in nature and is not intended to be taken as a recommendation.
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.

Principal Global Investors leads global asset management and is a member of the Principal Financial Group®.

1154629-042020 | 04/2020
1 As of Dec. 31, 2019.
2 Data for the trailing twelve months ended December 31, 2019, unless otherwise noted. For latest and additional information, visit principal.com.
3 PLANSPONSOR Recordkeeping Survey, July 2019. Principal and Wells Fargo IRT combined Plansponsor.com data as of July 2019. Future market share is subject to change and won’t be updated until next release of applicable data.
4 Based on number of plans, PLANSPONSOR DB Administration survey, May 2019. Principal and Wells Fargo IRT combined Plansponsor.com data and future market share is subject to change which won’t be updated until next release of applicable data.
5 Based on number of plans, PLANSPONSOR Recordkeeping Survey, July 2019.
6 PLANSPONSOR NQDC Market Survey, December 2019.
7 Based on single premium product sales, Q3 2019 LIMRA GART Report.
8 Forbes, April 2019.
9 Ethisphere Institute, Feb. 2019.
10 2019 Working Mother 100 Best Companies, Sept. 2019.
11 IDG’s Computerworld 100 Best Places to Work in IT for 18 consecutive years, ranking 21st in 2018, June 2019.
12 Scored 100 out of 100 on the Human Rights Campaign Foundation Corporate Equality Index for support of lesbian, gay, bisexual, transgender and queer equality in the workplace, March 2019.
13 Escalent, Cogent Syndicated, Retirement Plan Advisor TrendsTM, October 2019.
14 2019 PLANSPONSOR DC Survey, Jan. 2020.
16 Pensions & Investments, “The Best Places to Work in Money,” 2019.
17 Forbes, July 2019

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Insurance products and plan administrative services provided through Principal Life Insurance Co. Principal Funds, Inc. is distributed by Principal Funds Distributor, Inc. Securities offered through Principal Securities, Inc., 800-547-7754, member SIPC and/or independent broker-dealers. Principal Life, Principal Funds Distributor, Inc. and Principal Securities are members of the Principal Financial Group®, Des Moines, Iowa 50392. 

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