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Pension investment strategies

Wells Fargo 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 to help you manage risk and reach your long-term goals.

Comprehensive pension management solutions

Whether you’re looking for a bundled or unbundled program, Wells Fargo can provide a solution to meet your pension plan needs. We offer actuarial consulting, professional investment management, and custodial services. We can also provide 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 can reduce volatility in your plan and on your balance sheet.
We take a custom approach to LDI and develop an investment strategy designed to meet your objectives. Using our proprietary 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 balance your funding status and investment returns.

Why Wells Fargo?

We have been safeguarding our customers’ assets for more than 160 years. At Wells Fargo Institutional Retirement and 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.
Contact us to learn how we can help you reach your goals.
 
Recordkeeping, trustee, and/or custody services are provided by Wells Fargo Institutional Retirement and Trust, a business unit of Wells Fargo Bank, N.A. This information and any information provided by employees and representatives of Wells Fargo Bank, N.A. is for educational purposes only and does not constitute investment, financial, tax, or legal advice. Please contact your investment, financial, tax, or legal advisor regarding your specific needs and situation.
  • Investment Products:
  • • Not FDIC Insured
  • • No Bank Guarantee
  • • May Lose Value