Designing the Future
Creating an employer-sponsored retirement plan that meets all of your needs can be overwhelming. WPWealth is committed to adding value to your company while building a relationship that allows a peace of mind in knowing that you are making the right decisions for you and your company.
Many questions can arise when creating a plan. We recommend focusing on the following to get started:
- Should your company sponsor a retirement plan?
- How will your business and employees benefit?
- Which plan is right for your unique situation?
Often, management only reviews programs when markets are performing poorly, and balances are decreasing. Consider the following:
- Are the investments in your plan managed properly?
- How much is the plan costing stakeholders?
- Are you fulfilling your fiduciary responsibilities?
Our consultative approach develops a plan in accordance with your company’s size and growth dynamic. WPWealth is committed to:
- Uncovering the appropriate plan design
- Eliminating inefficiencies and maximizing benefits
- Handling on-site implementation and enrollment
- Providing employee education sessions
- Offering custom lineups with open fund architecture