Browsing Tag
Wells Fargo
34 posts
Wells Fargo is a major American multinational financial services company. It provides banking, lending, investing, and wealth management services. Wells Fargo supports plan sponsors with recordkeeping, fiduciary services, and participant education tools. The company also delivers rollover, IRA, and retirement income strategies for individual investors. Through its advisors and digital platforms, Wells Fargo helps clients plan, save, and manage retirement assets.
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 401(k) Participants
Wells Fargo allegedly used the dividends paid on the preferred shares to defray its obligation to make contributions to the 401k plan
401(k) 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
Littlefield Named Head of U.S. Retirement at Principal
Retirement industry veteran Chris Littlefield will succeed Rene Schaaf, who is retiring after more than 41 years at the company
Principal Cracks 10 Million Participants After Wells Fargo Institutional Retirement Integration
Today, Principal Financial Group announced it has completed the integration of the Wells Fargo Institutional Retirement business, which…
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…
Principal, Wells Fargo IRT Integration Progressing Despite COVID Challenges
Principal Financial Group today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust…