Defined Contribution Plans

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. 

We strongly believe the best way to prepare America's diverse workforce for a better retirement is through an employer-sponsored retirement plan. From helping you design a plan that best serves your workforce, to addressing a participant's complete financial picture in order to help that person prepare for a better retirement, we can help you meet your organization's retirement plan needs.

We are a full-service provider of retirement solutions offering integrated services for 401(k) and other defined contribution, defined benefit, and nonqualified plans. Our defined contribution program provides plan sponsors with accurate and timely recordkeeping administration, proactive customer service, investment flexibility, fiduciary support, and engagement-driven participant communications.

Improve plan health

We focus on key metrics that define success for your plan, develop custom strategies, and benchmark results to improve plan health. With tools such as the Plan Progress Report and Plan Health IndexSM, you'll get a thorough picture of participant savings and investment behaviors. You'll also get a dedicated service team that delivers results and focuses on your role as a fiduciary.

Next best step

Many people find it difficult to pay their bills and still save for retirement. We make overall financial health education part of the core conversation and work to inspire employees to take their next best step toward retirement security by delivering relevant, personalized messaging through multiple channels.