Alignment with business goals
Optimization review
Employee demographic analysis
Coordination with other employee benefit plans
Proposal evaluations
Request For Proposal
Negotiate competitive cost structure
Problem resolution liaison
Coordinate effective service strategy
Detailed performance reports
Diversification review
Benchmark investment expenses
Morningstar reports
Target Date Fund analysis
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
On-site seminars
Customized enrollment meetings
One-on-One employee meetings
Participant newsletters
Retirement income planning
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