Helping you prepare for the migration

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

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Navigate the advisor website quickly and efficiently

See how
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Get the latest on the Wells Fargo IRT integration progress

Learn more

For your clients

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Help your clients make the most of their web experience

Explore plan sponsor and participant web demos
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Give your clients an overview of managing key plan responsibilities after migration

Get the DC guideGet the DB guideGet the DB guide

Questions

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