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

Create and save templates for custom reports by selecting the specific data points you want within the report, including the ability to select filters for the participants to be included in the report. 

Easy access

View reports immediately online or downloaded, based on your timing preferences. 

Personal preferences

Format reports based on your personal preferences.  For example, the Participant Data Report includes a variety of filters to help you pinpoint specific information and specific sets of participants.  

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.