Corporate Retirement Plans

Retirement plan services to help your business succeed.

Plan Design Analysis  

   Alignment with business goals

   Optimization review

   Employee demographic analysis

   Coordination with other employee benefit plans

Service Provider Review & Consultation

   Proposal evaluations

   Request For Proposal

   Negotiate competitive cost structure

   Problem resolution liaison

   Coordinate effective service strategy

Investment Review & Performance Reporting

   Detailed performance reports

   Diversification review

   Benchmark investment expenses

   Morningstar reports

   Target Date Fund analysis

Fiduciary Management Assistance*

   3(21) fiduciary capability

   Investment Policy Statement review

   Education Policy Statement review

   Expense Policy Statement

   Fiduciary briefcase for plan record retention

   Assist with document due diligence process

   Fee levelization

Participant Education

   On-site seminars

   Customized enrollment meetings

   One-on-One employee meetings

   Participant newsletters

   Retirement income planning

Plan Benchmarking

   Participant utilization assessment

   Fees and expenses cost comparison

   Service comparison

   Plan design & features competitive analysis

*Independent money management is not appropriate for all investors.
Fees for the [Quantitative Choice / Fundamental Choice / PIM] program include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. The fees do not cover the fees and expenses of any underlying packaged product used in your portfolio. Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000