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Practice Management

Give your practice a boost. Use our industry-leading insights into what sponsors want and how to better serve their plans.

Guidance on ESG Investing in DC Plans

Interpreting ESG Guidance

The U.S. Department of Labor (DOL) has clarified their guidance in Field Assistance Bulletin 2018-1.

Overall, Wells Fargo Funds Management believes that the new field bulletin reiterates the key tenet in the DOL’s previous guidance that fiduciaries need to evaluate ESG investments and select ESG investments only where they can reasonably conclude that future returns may be competitive on a risk-adjusted basis.

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

The Science of Satisfaction

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Looking to boost plan sponsor satisfaction? Take advantage of the unique tools in The Science of Satisfaction program, designed to further the reach of your practice and the satisfaction of your clients.

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Sponsor satisfaction: Secrets of elite advisors

Ron Cohen

How do top advisors achieve greater sponsor satisfaction? Ron Cohen’s three-part DC OpticsSM series unlocks the secrets to meeting—and exceeding—sponsor expectations.

Qualities sponsors value

Differentiating to exceed expectations

Illustrating your value

Find your regional DCIO specialist

Defined contribution sales representative territory map

DC Optics InsightsSM

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Propel your practice with new DC ideas quarterly.
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Sponsor satisfaction quantified


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