Department Happenings

June 11-13 
Menomenee Falls, WI Wells Fargo Retirement office visit.



May 23rd
Rolled out HSA integration with Optum Bank, a leading HSA provider

June 21
New DB participant and employer web demos for sales process

- July 9  Plan Sponsor Experience Enhancements – DC and NQDC RPES additions adding Principal Milestones® usage to DC RPES, launched 457(b) and 457(f) versions of NQDC RPES

- Benefits Design Tool:  Positioning SMB retirement plan design benchmarking to the Benefits Design Tool

June 24
New DB participant and employer web demos for sales process

- Charlotte, NC Wells Fargo Retirement office visit.

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