Total Retirement Management

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.

Integrated retirement program management

Managing multiple retirement plans and vendors can be time-consuming and inefficient. Wells Fargo Institutional Retirement & Trust can help ease this administrative burden with an integrated strategy for managing defined contribution, defined benefit, and nonqualified plans. As your single provider, we'll help you streamline administration, realize potential savings, and help increase your participants' appreciation of the retirement benefits you offer.

Sponsor and participant services

A dedicated relationship manager will work with you to develop a strategic plan for your entire retirement program.

Your relationship manager will coordinate a team of specialists with experience in each area of your retirement program. The team will administer your retirement program and provide participant and fiduciary support services.

  • Integrated administrative, trustee, and recordkeeping services
  • Consulting, actuarial, and compliance services
  • Flexible investment approaches for each plan
  • Summary participant statements for all plans recordkept by Wells Fargo Institutional Retirement & Trust
  • One online access point for all participants' plans administered by Wells Fargo Institutional Retirement & Trust
  • Our Retirement Service Center can answer participants’ questions about their retirement plans