Our rollover solutions offer simplicity, affordability, and the professional management you need to help you reach your investment goals. To help you succeed financially, we offer complimentary guidance to help you make investment decisions that are right for you.
Why roll over your 401(k)?
- Convenience. Get a complete picture of your retirement investments by having them all in one place.
- Simplicity. Manage your investments easily by building a portfolio—or choosing a one-fund solution—that’s diversified across a range of asset classes and investment styles.
- Flexibility. You can choose where your money is invested. We have over 40 actively managed no-load funds designed with your needs in mind.
We have investment solutions that are right for you.
Easy one-fund solutions
Target date funds are our most popular choice for investors. This solution offers you a diversified portfolio across a range of asset classes and investment styles—all in one fund.
Simply choose the year you plan to retire and let the fund do the rest.
Wells Fargo Advantage Dow Jones Target Date FundsSM
Over 40 no-load funds with your needs in mind
Need help creating your retirement portfolio? Call us at
We can assist you every step of the way. With Wells Fargo Advantage Funds, you get:
Guidance on your investment selection and the rollover process
World-class money management
A name you know and trust
A word about risks: The target date represents the year in which investors may likely
begin withdrawing assets. The funds gradually seek to reduce
market risk as the target date approaches and after it arrives by
decreasing equity exposure and increasing fixed-income
exposure. The principal value is not guaranteed at any time,
including at the target date.
Stock values fluctuate in response to the activities of individual
companies and general market and economic conditions. Bond
values fluctuate in response to the financial condition of individual
issuers, general market and economic conditions, and changes in
interest rates. In general, when interest rates rise, bond values fall
and investors may lose principal value. The use of derivatives may
reduce returns and/or increase volatility. Certain investment
strategies tend to increase the total risk of an investment (relative
to the broader market). These funds are exposed to foreign investment
risk, mortgage- and asset-backed securities risk, smaller-company
investment risk and allocation methodology risk (risk that the
allocation methodology of the Dow Jones Target Date Index,
whose total returns the fund seeks to approximate, before fees
and expenses, will not meet an investor's goals). Consult the
fund's prospectus for additional information on these and other
Start the rollover process now
What you need to get started:
- Social Security number
- Beneficiary information
- A statement from your plan or a plan distribution form