Pension Investment Strategies

Wells Fargo & Company closed on the sale of our Institutional Retirement & Trust business to Principal Financial Group effective July 1, 2019.  There will be no immediate impacts to clients or plan participants and all plans and accounts will remain with Wells Fargo Institutional Retirement & Trust at this time. Customers will continue to access account information through this site and Wells Fargo Institutional Retirement & Trust relationship managers will continue to service all relationships. Clients will be contacted directly with additional details of the integration period.

Wells Fargo Institutional Asset Advisors offers pension investment strategies focused on achieving the objectives you have set for your plan. As a plan sponsor, you know that managing defined benefit plans can be complex. We will work with you to develop a customized investment solution for your active, frozen, or hybrid pension plan.

Fiduciary oversight

We offer outsourced investment fiduciary oversight for ERISA and non-ERISA pension plans. By serving as a fiduciary for your plan with discretionary authority over the investments, we can design a plan that seeks to manage risk and reach your long-term goals.

Comprehensive pension management solutions

Whether you’re looking for a bundled or unbundled program, Wells Fargo Institutional Asset Advisors can provide a solution to help meet your pension plan needs. We offer actuarial consulting through a strategic relationship with Findley, an independent third-party actuarial and employee benefit consulting firm. We also have dedicated teams that provide professional investment managementcustodial services, and also full defined benefit plan administration and recordkeeping services.

Dynamic approach to liability-driven investing

Plan funding, backed by a strategic investment strategy, is often the key driver of success. Historically, the focus of any investment program has been on performance. While this remains an important component, using a liability-driven investing (LDI) model to change the focus to the pension plan’s funding ratio may potentially reduce volatility in your plan and on your balance sheet.

We take a custom approach to LDI and develop an investment strategy designed to help you meet your objectives. Using our custom investment strategy, we create a dynamic, risk-adjusted portfolio to transition your pension plan from its current portfolio to one that is optimized to help you reach your goals. With our robust daily monitoring capabilities, we can adjust your portfolio based on market fluctuations and preset benchmarks to continually help balance your funding status and investment returns.

Why Wells Fargo Institutional Asset Advisors?

We have been safeguarding our customers’ assets for more than 165 years. At Wells Fargo Institutional Retirement & Trust, we are focused on institutional investing and retirement programs. We understand the needs of our clients and strive to build relationships that last a lifetime. We believe in full transparency, open architecture, and developing a custom solution that is right for you.