Wells Fargo Institutional Retirement and Trust
GPTKB entity
Statements (75)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services
|
| gptkbp:acquired_by |
gptkb:Wells_Fargo_&_Company
|
| gptkbp:focuses_on |
defined benefit plans
defined contribution plans |
| gptkbp:founded |
1852
|
| gptkbp:has |
strategic partnerships
a strong online presence a dedicated research team a global reach a strong reputation in the industry a robust technology platform a strong client retention rate a strong compliance culture a dedicated compliance team a client service team a team of retirement specialists a dedicated client onboarding process a diverse investment platform a long history in the retirement industry |
| gptkbp:headquartered_in |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
Wells Fargo Institutional Retirement and Trust
|
| gptkbp:is_committed_to |
diversity and inclusion
ethical practices |
| gptkbp:is_focused_on |
client satisfaction
long-term client relationships enhancing client experience |
| gptkbp:is_involved_in |
sustainability initiatives
community engagement initiatives financial literacy programs retirement policy advocacy corporate retirement solutions retirement plan benchmarking. |
| gptkbp:is_known_for |
gptkb:customer_service
its client-centric approach its transparency in fees its comprehensive service offerings |
| gptkbp:is_part_of |
Wells Fargo's wealth and investment management division
|
| gptkbp:is_recognized_for |
innovation in retirement solutions
its comprehensive risk assessment tools its commitment to client education its thought leadership in retirement planning |
| gptkbp:is_regulated_by |
gptkb:the_SEC
|
| gptkbp:manages |
assets for retirement plans
|
| gptkbp:offers |
financial planning services
trust services financial coaching services customized investment strategies investment education resources fiduciary services investment policy statements participant education customized retirement solutions investment performance reporting retirement income planning services recordkeeping services plan design consulting digital tools for plan sponsors |
| gptkbp:part_of |
gptkb:Wells_Fargo_&_Company
|
| gptkbp:provides |
risk management services
market insights investment options regulatory updates retirement plans employee benefits consulting financial wellness programs investment management services compliance support comprehensive reporting tools retirement readiness assessments data analytics for retirement plans personalized service for clients |
| gptkbp:serves |
institutional clients
|
| gptkbp:subsidiary |
gptkb:Wells_Fargo_Bank,_N._A.
|
| gptkbp:bfsParent |
gptkb:Wells_Fargo_Securities
|
| gptkbp:bfsLayer |
5
|