Retirement Services

A 401(k) plan is one of the most important benefits a company can offer.  Since 1990, WealthPartners has been helping companies reduce their exposure to fiduciary liability and improve investment opportunities for plan participants.  Our process provides plan sponsors with an independent third party plan assessment and review. 

Our process includes the following:

Plan and Vendor Evaluation

Does a vendor’s plan include a broad range of investment options?  Does it offer auto service features such as auto enrollment, auto increase, or qualified default investment options (some of the provisions of the Pension Protection Act of 2006)?

Implementation

Is the vendor’s installation process smooth and coordinated?  Do they offer an effective employee communication and education program?

Ongoing Plan Service

Does the vendor provide ongoing support to help you administer the plan? Are their services designed to help you attract and retain talented employees?

Employees deserve a 401(k) plan that will help them improve their retirement readiness. Our independent review and new plan design provides sponsors with best of class solutions in a complex and ever-changing tax environment.