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Retirement Plans

As visible as you want your retirement plans to be to your employees and members, you may also need them to be invisible to you. Plans don't run themselves, of course, but Wachovia understands that the priority must be on seamless plan administration, responsive communications and education, and enough options to make the participants understand the true benefit of your retirement plan.

No matter what size business you represent, Wachovia takes a personalized approach to you and your employees. Our relationship managers walk you through the challenging process of establishing the right retirement plan for your needs, we manage the vast array of services required to run a successful plan, and we act as your advocate in making sure the plan continues to run flawlessly.

Among the benefits of Wachovia's comprehensive programs:

Regional plan experts are located throughout the country to meet face-to-face with you and your participants
You get access to experts in all areas of plan administration, for all types of retirement plans
We offer multiple types of communication and education services that can be tailored to your employee's particular needs, including customized multimedia communication programs
Your employees receive a wide range of investment options, and the assistance to make use of them
We have extensive experience in custody and processing, giving you more flexibility than with many other providers
Your employees have access to full-touch service that integrates online access to leading-edge technology with offline access to investment and plan professionals
Plan sponsors can choose from among the country’s leading investment managers, including Evergreen Investments, Wachovia's asset management subsidiary

Retirement Plan Comparison Chart

To find out which plan may be most suitable for your business

Full Service 401(k)

For companies with more than 100 employees

Affordable 401(k) for Small Business

For companies with less than 100 employees

Emerging Business Retirement Plan

For business with retirement plan assets between $500,000 and $3 million.

Full Service Pension Plan

Provides guaranteed retirement income to employees

Executive Retirement Plan

Supplemental retirement plan for key, highly compensated employees

Profit Sharing Plans

Employer contributions with the flexibility to change contributions annually

Money Purchase Plan

Employer contributions at the same percentage contribution each year

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The information provided in this Web site is for educational purposes only and does not constitute investment, financial, tax or legal advice. Further, this information is general in nature and is not intended to address the particular needs of any specific employer or plan.

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