PLAN SPONSOR REPORTING
Our reporting capabilities on the plan sponsor secure website make it easier for you to get the information you need when you need it. Through the Reports tab on the plan sponsor secure website, you can:
Custom reports
Easy access
Personal preferences
More customized reports can be requested and generally require 3 to 5 business days to be completed; contact your service team to request a custom report.
Any custom reports you are currently generating at Wells Fargo Institutional Retirement & Trust (IRT) will not transfer to Principal. Before your migration date, you may want to generate and save to your files any critical historical reports.