Retirement Plan Services

One of WealthPartners’ main goals is to organize and simplify your retirement planning activities, so you can take care of other priority tasks equally important to your company. WealthPartners is a leader in providing companies with the highest level of responsibility and care. Our Retirement Plan Advisors accept the role of fiduciary 3(21) or 3(38) fiduciary, where applicable), with significance, as it shapes our business culture and structure, rendering each decision we make a representation of our clients’ best interests and needs.

At WealthPartners, we have a duty of loyalty to safeguard the interests of our clients by providing prudent steps to help protect clients from liability while improving the performance and results of the plan.

Types of plans we work with

  • 401(k), 403(b)
  • Profit Sharing
  • 457
  • 409A Deferred Comp
  • Defined Benefit Plans
  • IRAs
  • SEP and Simple IRAs

Call today to have your company’s plan take advantage of a vendor analysis/service provider selection, ongoing investment advice at the plan level, ongoing fiduciary oversight review and ongoing plan participant education and advice.