About this Webinar
We’re excited to share some of the details of your organization’s upcoming migration to Principal® Custody Solutions. Join us Jan. 13, 2022, as we share details about:

• The steps and importance of setting up your account access on principal.com prior to migration
• Key operational dates
• Your migration weekend experience
• What to expect at Principal® Custody Solutions

Don’t miss out on your chance to find out more about these details and the resources available to help you through the migration process. Feel free to share this with other team members who would benefit from hearing more about the migration to Principal® Custody Solutions!

Featured Presenters
Mike Gaul
CEO, Principal Trust Company®
Integration Leader, Principal® Custody Solutions

Katie Moreno
Director, Operations
Principal® Custody Solutions

Rob Best
Managing Director
Principal Global Advisors

Eric Isley
Assistant Director, Engineering
Principal® Custody Solutions
Webinar Details
Date: Thursday January 13, 2022
Time: 12:00 - 1:00 PM Eastern Time (US & Canada)
Cost: Free
Language: English
Webinar ID: e9d5c3d5bbbf
Principal Global Advisors is a specialized investment management group within Principal Global Investors.  Principal Global Investors leads global asset management at Principal®. 
Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®.  These services are provided under the trade name Principal® Custody Solutions, a division of Principal Bank. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.
When Principal® Custody Solutions is providing investment management services, Principal® Custody Solutions serves as the investment manager or discretionary trustee, but leverages the investment expertise of Principal Global Advisors.  Customers may also contract directly with Principal Global Advisors for investment management services.  In those instances, Principal® Custody Solutions serves solely in a custodial or trustee capacity.  Please refer to your underlying service agreements for details.

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 integration of IRT business operations, employees, and clients is scheduled to occur by March 2022. 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, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.  Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group. © 2021 Principal Financial Services, Inc.