We listen, we guide, you succeed
Wells Fargo is here to help you achieve success for your plan and its participants. We listen and collaborate with you to understand your unique needs and goals. We apply our expertise to guide you toward your objectives. We measure outcomes and adjust the strategy when necessary to ensure you continue on the path of success.
Working together to drive plan success
With the Wells Fargo Strategic Relationship ManagementSM program, we can help you define, drive, and measure your retirement plan’s success. We’ll work with you to analyze how well your plan meets your goals, identify areas for improvement, and monitor and report on the progress as you implement your changes,
Preparing participants for a financially secure retirement
We help prepare your participants for a financially secure retirement with innovative plan design, a variety of investment options, and a creative, effective education strategy that uses our ProgressPlusSM approach. Helping your participants save enough and invest appropriately for retirement can be a challenge. ProgressPlus engages participants in retirement planning and encourages steady progress toward a financially secure retirement. Wells Fargo makes it easier for participants by providing their individual retirement goal and giving them a simple “next best step” to help them reach this goal.
Providing fiduciary support to help safeguard your retirement plan
Our fiduciary support starts with relationship managers who average nearly 20 years of experience, and who consult with fiduciary and compliance experts to provide document support, administrative reviews, and other plan-related services. Our fiduciary support services include:
- Fiduciary Resource Center: Online educational materials including webinars, templates and checklists, compliance calendars, and legislative and industry updates.
- Investment support: Fund evaluation, monitoring services, and investment policy development.
- Specialized expertise: Comprehensive employee benefits consulting from Bryan, Pendleton, Swats & McAllister, LLC (BPS&M), Wells Fargo’s benefits consulting group.
To speak with a Wells Fargo Institutional Retirement and Trust representative, please call 1-800-690-9721, or contact us.
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.