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Wells Fargo Offers Resource Center for Advisers
<span>Wells Fargo Institutional Retirement and Trust launched a Web site to help advisers avoid “information overload” when it comes to selecting a plan provider. </span>
Reported by PLANADVISER staff
The Wells Fargo Institutional Retirement and Trust Resource Center provides advisers with information to help them pick the best-fitting plan for their clients.
The company says the Resource Center includes:
- Information on Wells Fargo’s retirement plan programs, sales and plan management tools, and participant resources
- Industry insights
- Marketing store for ordering sales support materials
- Generated reports and account information on current clients serviced by Institutional Retirement and Trust