M&A Wealth's Wells Fargo 401(k) Rollover Services
At M&A Wealth, we understand the significance of prudent financial planning, especially when it comes to managing your retirement savings. If you are among the 349,262 employees covered by the WELLS FARGO & COMPANY 401(K) PLAN through Wells Fargo, M&A Wealth is here to provide expert guidance as you transition from one job to another.
Why Choose M&A Wealth for Your 401(k) Rollover?
Specialized Expertise
M&A Wealth boasts a team of financial experts with extensive knowledge in 401(k) management, ensuring you receive tailored guidance based on your unique financial goals.
Streamlined Process
Navigating the complexities of managing your retirement funds can be overwhelming. Our 401(k) Rollover services are designed to simplify the process, making it easy for you to make well-informed decisions.
Personalized Support
Your financial journey is unique, and we acknowledge that. M&A Wealth provides personalized support, considering your individual circumstances and aspirations.
Understanding Your Wells Fargo 401(k) Plan
Plan Details
- Provider: Wells Fargo
- Plan Name: WELLS FARGO & COMPANY 401(K) PLAN
- Coverage: 349,262 employees
- Updated on: Dec 18, 2023
Contact Information
- Phone: 1-877-479-3557
- Fax: 1-844-879-0200
- Hours of Operation: Monday - Friday: 8 am - 8 pm EST
- Address: 1525 West W. T. Harris Blvd., Charlotte, NC, 28262
Accessing Your Wells Fargo 401(k) Plan Online
To access your 401(k) plan online, visit the Wells Fargo website and log in using your username and password. If you've forgotten your login credentials, use the "forgot login" feature to reset them. New users can also register for an account.
Options After Leaving Wells Fargo
If you no longer work at Wells Fargo and have a 401(k) plan through Wells Fargo, consider these options:
- Leave it with Wells Fargo: Maintain your 401(k) with your current provider.
- Roll it over into an IRA: Transfer your funds into an individual retirement account for greater control.
- Roll it over into a new 401(k): If your new employer offers a 401(k) plan, you may choose to consolidate your funds.
- Withdraw the funds: Keep in mind that withdrawing funds may incur tax penalties.
Get Started with M&A Wealth
Our experts are ready to assist you in verifying your identity and claiming your Wells Fargo 401(k) account. Begin your journey towards a secure financial future.
Feel free to contact us on https://mandawealth.com/contact/ if you have any questions or need further assistance. M&A Wealth is here to empower you on your path to financial success.
Disclaimer: M&A Wealth is not affiliated with Wells Fargo. Our services are independent, providing guidance and support for individuals managing their 401(k) plans.
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