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Retirement Plans for Small-Business Owners

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Employer-sponsored retirement plans can be a key component for retirement investing and attracting and retaining employees. Although Wells Fargo Funds no longer offers new self-directed plans to business owners, if you have an existing SIMPLE IRA or SEP-IRA with Wells Fargo Funds, you may add accounts for new employees.

Understand your small business plan choices

SIMPLE IRAs 

Learn about SIMPLE IRAs to understand if this plan may work for your small business. Read Now

SEP-IRAs

Understand what this plan could offer to small business owners and employees. Read Now

Other options

Review other plan choices, and learn how Wells Fargo may be able to serve your needs. Learn More

Other Wells Fargo retirement resources:

Phone

For assistance with an existing account or plan, call us at 1-800-359-3379.

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If you wish to establish a new plan using our mutual funds, please work with your financial advisor or visit the small-business center on wellsfargo.com. In addition to SIMPLE IRAs and SEP-IRAs, you can learn more about other small-business retirement solutions.

Any tax or legal information on this website is merely a summary of our understanding and interpretations of some of the current income tax regulations and is not exhaustive. Investors should consult their tax advisor or legal counsel for advice and information concerning their particular situation. Wells Fargo Funds Management, LLC; Wells Fargo Funds Distributor, LLC; or any of their representatives may not give legal or tax advice.

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