Reimagining Retirement

Generational Strategies for 21st Century Challenges

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


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Many retirees are living longer, healthier, and more active lives, but there are challenges to living the life you imagine. No matter your age, reaching your retirement goals means planning for them now. It is important to compare the costs associated with the lifestyle you imagine to the income you expect from all sources during retirement.

In this report, we explore how each generational cohort in the workforce today—Baby Boomers, Generation Xers, and Millennials—is approaching retirement and how today’s trends are redefining retirement in the 21st century.