Wells Fargo (Principal IRT)

The Wells Fargo Institutional Retirement business was acquired by Principal Financial Group. Principal serves more than 10 million eligible participants and individual account holders representing over $537 billion. The Asure integration improves efficiency and keeps information in sync, removing manual steps. Asure's 360° 401(k) integration (available by end-Q3) connects with Wells Fargo service, a two-way sharing of plan information that allows for automatic contribution processing, where employees can change contributions within Wells Fargo, and the data seamlessly flows into the Asure Payroll system.

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