Small Business Retirement Planning

We focus on enhancing the efficiency & reducing expenses of your organizations retirement plan

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Retirement Planning

Small Business Retirement Planning and Fiduciary Consulting

At Wealthcare Financial Group, Inc. we offer Small Business Retirement Planning to assist small firms with achieving greater levels of transparency, efficiency and cost savings. We also seek to improve investment performance within a company-sponsored retirement plan. Our Statement of Work explains our review process and how we utilize the following tools to conduct a retirement plan & fiduciary audit, against our stringent

ERISA Standards-based Checklist

Our Small Business Retirement Planning and fiduciary consulting services for small firms focuses on enhancing the efficiency and operation of your organization’s retirement plan, while striving to reduce the Plan’s investment expenses, record-keeping and administrative costs. Please use our checklist as a barometer to conduct an internal benchmark of your organization’s retirement plan.

Second Opinion Service

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Our Small Business Retirement Plan Review

Receive an Investment Review & Analysis of Your Retirement Plan

According to the Wall Street Journal, a study by the human resources consulting firm Hewitt Associates, found that nearly 45% of workers feel they do not have enough information to make the right investment choices, and more than 50% want help in making investment decisions. 45% of 401(k) investors have never adjusted their investment mix, according to a survey by the Retirement Services Roundtable and Boston Research.

At Wealthcare Financial Group, Inc. we offer a comprehensively written portfolio review and analysis of the investments held within your 401(K), SEP-IRA or 403(B) Plan. Many retirement plans offers a limited menu of investment vehicles, such as Mutual Funds, Exchange-Traded Funds (ETFs) and in some cases a fund or fractional shares of your employers publicly traded stock; also known as a “Company Stock Fund”.

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The review will contain the following information about your retirement plans

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  • An independent review the retirement planning needs of your employees, 401(k) or 403(B) Portfolio.
  • A written portfolio review and analysis on each investment vehicle that you have chosen within your company-sponsored retirement plan, based on your tolerance for risk, retirement income needs and goals.
  • Wholistic Portfolio Analysis: In many cases investing in your company-sponsored retirement plan represents only a portion of your overall investments. Perhaps you may have a IRA, ROTH-IRA, or a taxable brokerage account. Our portfolio review & analysis and recommendation take into consideration any investments that you may hold outside of your 401(K), SEP-IRA or 403(B) Plan.
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Fiduciary Services for Employers

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How We Help

At Wealthcare Financial Group, Inc. we assist employers with achieving greater levels of efficiency within the context of their company-sponsored retirement plan. We will conduct a complimentary audit against our stringent checklist in order to accomplish the following:

  • Develop a fiduciary file and benchmark your retirement plan to ensure that it is compliant with ERISA Section 404(c).
  • Review and/or draft the Investment Policy Statement (IPS) that reflects the investment parameters, risk tolerance, asset allocation, including over-all values, needs and goals of your organization’s retirement plan.
  • Conduct annual portfolio review & investment analysis on all investments offered within the Plan.
  • Review the Plan for full disclosure and transparency of all fees & expenses.
  • Examine ways to increase employee participation.
  • Discuss strategies that would allow key employees to contribute additional funds toward retirement.
  • Provide educational seminars, financial and retirement planning assistance for employees.

Our Fiduciary Consulting Services for small business retirement plans focuses on enhancing the efficiency and operation of your organization’s retirement plan, while striving to reduce the Plan’s investment expenses, record-keeping and administrative costs.

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