Retirement and Employee Benefits

Wells Fargo 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 at this time. Customers will continue to access account information through this site and, Wells Fargo relationship managers will continue to service all relationships. Clients will be contacted directly with additional details of the integration period. 

Target My Retirement

Personalized investments

A new approach to customizing the retirement journey

Learn more

Retirement Services

Wells Fargo offers a range of retirement services—for defined contribution, defined benefit, and nonqualified plans—to help your workforce prepare for a better retirement.

The Relocation Mortgage Program®

Simplify home financing for transferees. Get national services regardless of original location or transfer destination.

Wells Fargo At WorkSM

Give employees added benefits at no cost to your company, including banking, home financing, private student loans, and financial education resources.