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Wells Fargo and Company 401(k) Plan

Wells Fargo and Company 401(k) Plan 2025

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The document is a Summary Plan Description/Prospectus for the Wells Fargo & Company 401(k) Plan, effective January 1, 2011. It outlines the plan's features, eligibility requirements, contribution options, investment choices, and rules regarding withdrawals and distributions. The document emphasizes the importance of retirement savings through tax-qualified contributions and employer matching contributions while detailing participant rights under ERISA. It also includes information on investment risks, administrative expenses, and the process for claims and appeals.

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Click ‘Get Form’ to open the Wells Fargo and Company 401(k) Plan document in our platform.
Begin by reviewing the 'Eligibility' section to ensure you meet the requirements for participation. This includes understanding your employment classification and any specific conditions that apply.
Navigate to the 'How to Enroll' section. Here, you will find instructions on how to enroll online or via phone. Follow the prompts provided in our editor to complete your enrollment.
Fill out the contribution sections, specifying your desired salary deferral contributions. Use our platform's tools to easily input percentages and amounts.
Review investment options available under the plan. You can select your preferred funds directly within our editor, ensuring a diversified portfolio.
Once all fields are completed, utilize our signing feature to electronically sign your form before submitting it for processing.

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What company does Wells Fargo use for a 401k?

Principal Financial Group, a global leader in retirement plan services and investment management, recently completed the integration of the Wells Fargo Institutional Retirement business.

Who took over Wells Fargo 401k plans?

Wells Fargo is saying goodbye to its retirement-plan business as the bank continues to grapple with penalties, legal fees and a backlash over its scandals. Principal Financial (PFG) signed a $1.2 billion deal on Tuesday to acquire Wells Fargos (WFC) institutional retirement and trust business.

Does Wells Fargo have a 401k plan?

Principal Acquires Wells Fargos $827 Billion Retirement Business Principal Acquires Wells Fargos $827 Billion Retirement Business. Principal Financial Group is paying $1.2 billion for the banks retirement business, which serves 7.5 million U.S. customers.

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