RETIREMENT SERVICES

Wachovia Retirement Services provides custom retirement plan and investment solutions to help organizations attract, retain, and motivate employees. By handling all aspects of retirement plan record keeping and servicing, we allow our clients to concentrate on running their businesses. Our expertise covers all areas of wealth accumulation by employees—defined benefit pension plans, defined contribution retirement plans (401(k), profit sharing, Taft Hartley, 457, and 403b plans), employee stock plans, and executive deferred retirement plans.

Demonstrated Expertise in Retirement Plan Management

• Fifty years providing retirement plan administrative services
• Seventy years providing investment services
• Received top ratings in independent industry survey* for:
  •  Relationship management
  • Telephone services (automated and via representatives)
  • Compliance and regulatory consulting
  • Employee meetings and education

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