Support for Consultants and Advisors

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. 

Working together for your clients' retirement plan success

Wells Fargo Institutional Retirement & Trust recognizes the essential role consultants and advisors play in providing guidance and support to retirement plan sponsors.

As a top 10 retirement plan provider, our dedicated Consultant Relations team can work with you to deliver helpful ideas and service for your clients and their participants, including:

  • Defined contribution plans. Our comprehensive services include a wide range of investment options, participant communications, and fiduciary support.
  • Defined benefit plans. We offer custom services for your clients with actuarial support and benefits consulting.
  • Nonqualified plans. We have extensive experience in Rabbi trust administration and facilitating change in control events.
  • Total retirement management. We can help ease your clients' administrative burden by providing an integrated strategy for defined contribution, defined benefit, and nonqualified plans.

We value our relationship with you and are committed to providing the tools and resources you need to serve your clients at every stage, from initial provider selection to ongoing client consultation.

Keeping you and your clients informed

We conduct extensive proprietary research including retirement studies and the quarterly Wells Fargo/Gallup Investor and Retirement Optimism Index. View perspectives on the ever-changing retirement plan marketplace. Browse our collection of white papers, regulatory and legislative updates, retirement studies, and economic reports.