Horton Sneeringer Financial Strategies Group
of Wells Fargo Advisors

Corporate Retirement Plans

Helping plan sponsors design, implement and administer their employer sponsored retirement plans.

 

Our approach is to select a plan that is cost effective, tax-efficient and is designed to help you and your employees save to help achieve their retirement goals.

Effective Plan Design

Whether you are looking to maximize contributions for executives or increase overall participation, our team works with you to help implement an effective, well-designed plan.

Investment Selection and Ongoing Due Diligence

We work with open-architecture record-keepers allowing us the opportunity to select from a broad range of investments that are tailored to you and your participants.  From passively managed index funds to actively managed funds and everything in between, our team helps you craft an investment lineup specific to your needs.

Fiduciary Risk Mitigation

We can function as a limited 3(21) Fiduciary which helps the plan trustee ensure a thorough, disciplined process is taken for the investments within your plan.

Participant Education

We understand that the true success of your retirement plan is measured by successful retirement outcomes of your plan participants.  We focus on retirement readiness and holistic investment planning to help better these outcomes.  We can help create an education program specific to your plan to help you meet education objectives.








Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AR, AZ, CA, FL, GA, IL, LA, MA, MI, MS, NC, NM, NY, PA, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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