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WACHOVIA PEAK PERFORMANCESM


Over the last 20 years, the responsibility of saving for retirement has shifted from employer to employee. Despite significant efforts to educate, motivate and engage workers, the average employee:

  • Has inaccurate perceptions about retirement and how to plan for it
  • Doesn't know how much money will be needed in retirement
  • Isn't saving enough

Wachovia's Peak Performance offers a new way to evaluate and address plan health.  The Wachovia Plan Health IndexSM estimates the percentage of your employees whose current savings behavior puts them on track for a financially secure retirement.

Our Plan Progress Report will help you identify those employees who aren't on track for retirement and will include:

  • Industry benchmark data
  • In-depth performance metrics for your plan sorted by 65 variables
  • A range of solutions designed to help improve workforce retirement outcomes.

Solutions Based on Facts

Leveraging our knowledge of saving and investing behavior, we've developed a set of solutions—each with a predictable impact on plan health.1

  • Plan Design and Investment Solutions with automatic features that can help overcome barriers to participating and saving.2
  • Targeted & Personalized Campaign Solutions that include state of the art communication strategies and materials, incorporating the individual's financial information
  • Traditional Education Solutions that include standard enrollment books, meetings and quarterly statements.

To speak with a Wachovia Retirement Services Professional and learn how Wachovia Peak Performance can benefit your plan, please call (800) 917-9343, Monday through Friday, 8:00am to 5:00pm ET.

1 Plan Health Index ranges are based on historical data and analysis of plan design and participant behaviors that, over time, have predictable outcomes and impact on participant's retirement readiness.

2 The information provided by employees and representatives of Wachovia Bank and its affiliates is for educational purposes only and does not constitute investment, financial, tax or legal advice. To the extent that information contained herein concerns tax matters, it is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties that may be imposed by law. Plan sponsors are encouraged to contact their own investment, financial, tax or legal advisors regarding all matters relating to their plans.
Wachovia Securities is the trade name used by two separate, registered broker-dealers and non-bank affiliates of Wachovia Corporation providing certain retail securities brokerage services: Wachovia Securities, LLC, Member NYSE/SIPC, and Wachovia Securities Financial Network, LLC, Member FINRA /SIPC.

Securities and Insurance Products: Not Insured by FDIC or any Federal Government Agency; May Lose Value; Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate

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Related Products and Services
•Online Retirement Product Description
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•Retirement Plan Comparison Chart
•About the Retirement Services Group
•Retirement Participant Web site

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