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Defined Contribution

Grow your business with practice management expertise and industry and investment insights built for retirement advisors.

Plan Insights

New research: Meeting participants’ changing needs

ESG investing report

Gallup Survey ESG Paper

Seventy-six percent of investors, on average, are interested in ESG themes such as protecting the environment. This interest, as well as demographic shifts, indicate that ESG should be a top priority, yet education is needed.

Help your clients seize the ESG opportunity to promote:

  • Reputational benefits with stakeholders
  • Participant engagement
  • Participant connection

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Retirement income report

Gallup Survey RI Paper

Ninety-eight percent of investors we recently surveyed think guaranteed retirement income is important, but many have unrealistic expectations about how to achieve it. Help them close the knowledge gap.

Find key takeaways and actions you can take to:

  • Determine if retirement income is right for your plan
  • Help participants better prepare for retirement
  • Define objectives for your plan as well as solutions and capabilities needed

Download RI Report

Practice management

Exclusive new insights: The Science of Superior Service

The Science of Superior Service

New findings from our Science of Superior Service study reveal what sponsors want—and what you’re delivering—may be light years apart.

Our exclusive study reveals:

  • Compelling statistics which illustrate potential disconnects between sponsor and advisor expectations
  • Which actions and traits plan sponsors truly value most in their advisors
  • The formulas for best practices of successful plan advisors that have made the biggest impact

Target date investing

Equity factors in focus for target date portfolios

Equity factors in focus for target date portfolios

Wells Fargo target date portfolios, with multi-factor strategies researched and implemented by Analytic Investors, may provide stronger downside protection than conventional target date portfolios while participating meaningfully in market rallies. They are designed to improve risk-adjusted returns and increase the probability of meeting the investor’s retirement needs.

Plan insights

2017 Wells Fargo Retirement Study

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With positive market returns, the number of working Americans age 30 and older who think the U.S. stock market is a good place to invest for retirement increased considerably over the past year. But a significant portion of investors have concerns, particularly around health care.

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DC Optics InsightsSM

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Tailor plan lineups

Tailor plan lineups Explore our Funds
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For target date funds, the target date represents the year in which investors likely may begin withdrawing assets. The funds gradually seek to reduce market risk as the target date approaches and after it arrives by decreasing equity exposure and increasing fixed-income exposure. The principal value is not guaranteed at any time, including at the target date.

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