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Pension Investment Strategies  

For most companies, the costs of having a defined benefit or pension plan are high, and the risks associated with volatile funding levels are higher. Wells Fargo works with pension plan sponsors to develop tailored funding strategies for both active and frozen plans.

Dynamic Pension Glide Path

Wells Fargo follows the Dynamic Pension Glide PathSM comprehensive process to increase funding levels and decrease volatility in plan expenses. Once we have established your plan’s starting point and a clear goal, the Dynamic Pension Glide Path process moves your plan investments efficiently from beginning allocation to ending allocation.

The Wells Fargo Advantage

We have an experienced team of investment and retirement professionals dedicated to working on custom pension strategies, including liability-driven investing (LDI). We focus on three key areas: pension administration, investment management, and actuarial consulting.