Helping you prepare for the migration

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We know the migration from Wells Fargo Institutional Retirement & Trust (IRT) to Principal^®is important...

...and we’re focused on making the experience go smoothly and without interruption—so you can seamlessly service your clients.

Key milestones

Our work continues to get everything ready, including making sure you know what’s happening and when you can expect it.

Before migration

After migration

Information at your fingertips

Our goal for you and your clients is to feel as comfortable as you do today when managing the retirement plan.

For you

Navigate the advisor website quickly and efficiently

See how

Get the latest on the Wells Fargo IRT integration progress

Learn more

For your clients

Help your clients make the most of their web experience

Explore plan sponsor and participant web demos

Give your clients an overview of managing key plan responsibilities after migration

Get the DC guide Get the DB guide Get the DB guide

Questions

We’re here to help. Contact your Relationship Manager or your Consultant Relations Manager.

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.

Insurance products and plan administrative services are provided through Principal Life Insurance Company. Securities are offered through Principal Securities, Inc., 800-547-7754, Member SIPC and/or independent broker dealers. Principal Securities and Principal Life are members of the Principal Financial Group^®, Des Moines, Iowa 50392.