Employer Sponsored Plans
Employer Sponsored Retirement Plan Consulting Services
When it comes to retirement plan consulting, experience and expertise are key qualities— the WealthWise Financial Services team has both.
We specialize in working with business owners and corporations to simplify the complex demands of retirement plans from inception, to execution, to ongoing maintenance.
We provide consulting services for company sponsored retirement plans such as 401(k), 403(b), 457, Safe Harbor 401(k), Profit Sharing, and Defined Benefit as a fee-based 3(21) or 3(38) fiduciary advisor.
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Benefits to Working with Us
Plan Sponsors
Investment Policy Statement Review
Investment Monitoring and Recommendations
Qualified Default Investment Alternative Assistance
Performance Reports
Service Provider Liaison and Vendor Analysis
Benchmarking and Fee Analysis Services
Plan Participants
Enrollment Support and Education Plans
Financial Wellness Programs
Employee Investment Education
Transition Guidance
Education
Employee Education Services
We conduct education seminars for eligible participants of the plan, reviewing important topics such as:
- Enrollment
- Retirement Readiness
- Loans & Withdrawals
- Asset Allocation
You care about your employees. Help them protect their future.
Designing for Success
Empower your employees and enhance your company’s benefits package with tailored employee-sponsored plans. Partner with us to design and implement retirement solutions that seek to attract and retain top talent while securing their financial future.