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.
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”.
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:
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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