Browsing Tag
Wells Fargo
26 posts
Financial Advisor Sues Wells Fargo for Ageism and Workplace Discrimination
A Wells Fargo advisor says the firm discriminated against him by moving him to a “less desirable” branch and steering away his clients to a younger professional
‘Doomscrolling’ Not Helping Nervous Retirement Investors
Wells Fargo study finds 29% would cash out their 401k or IRA investments to cover immediate expenses if they could do so without tax penalties
Department of Labor Recovers $131.8M for Wells Fargo 401k Participants
Wells Fargo allegedly used the dividends paid on the preferred shares to defray its obligation to make contributions to the 401k plan
401k Market Minute: Participant Reaction to the Ukraine Crisis and DOL Investigation into a Major Company Plan
Like most of the country, our thoughts are with the people of Ukraine, and the crisis that continues…
ESOP Feature of Wells Fargo 401(k) Under DOL Investigation
Regulatory filing this week from the banking giant—with one of the largest 401k plans—reveals investigation into transactions associated with the employee stock ownership plan feature
International Women’s Day Puts Spotlight on Gender Pay, Retirement Concerns
March 8 is International Women’s Day, a global day celebrating the social, economic, cultural, and political achievements of…
Investors in the Retirement Savings Drivers’ Seat
Investors are hungry for control in these uncertain times, according to a poll by Wells Fargo, and the…
Baby Boomers Living a ‘Last Century’ Retirement
Is a retirement designed in the last century right for today’s retirees? The answer to the leading question…
Four in 10 Workers Say Living Past 85 Would Be a Financial ‘Hardship’
How do we ensure we don’t run out of money before we run out of life? With the…
Which 401(k) Features Positively Influence Plan Participants Most?
The best 401(k) advisors are well aware of the importance of plan design. Sure, it’s on employees to…