Employer Retirement Plan Advisory Services

How do we serve our corporate and business clients? Simple. We offer cost-effective custom-built retirement plans. We provide a comprehensive menu of services. We track and evaluate investment performance on a regular basis. We’re friendly, helpful, and available. We make this complicated area as simple as possible. And, we are committed to successful retirement for you and your employees.

Your Role as a Fiduciary

As a plan fiduciary, you have a great deal of responsibility to your plan and its participants. WWC helps plan sponsors manage this responsibility and to mitigate liability by:

Serving as a fiduciary to the plan
Developing an investment policy statement and documentation process to meet fiduciary responsibilities
Participating in investment plan meetings

Investment Selection and Monitoring

One of your responsibilities as the fiduciary of your plan is the selection and ongoing monitoring of investment options within the plan. WWC has a rigorous and time-tested quantitative system in place to help in the selection of the plan’s funds.

Plan Participant Services

WWC’s team of fiduciary financial advisors will be with you and your participants every step of the way—from enrolling new employees to answering day-to-day questions. In addition, to live phone support, our advisors will meet with employees individually to assist them with savings recommendations, personal portfolio allocation and investment recommendations, and any questions they may have to help them prepare for retirement. Our experience in providing wealth management services and our in-depth knowledge of personal finance increases the value of our participant education and recommendations – the one area most sponsors fail to provide.

Accredited Investment Fiduciary (AIF®)

Our team includes an Accredited Investment Fiduciary® (AIF) as well as two Certified Financial Planners™ professionals with more than 60 years of combined experience. The AIF® designation and training prepares investment professionals managing investments on behalf business plan sponsors to carry out your fiduciary responsibilities and to help businesses meet stringent ERISA and Uniform Prudent Investors Act requirements. The AIF® was named one of the “Ten Most Wanted” designations in the investment industry by Financial Planning magazine. For additional information about the AIF® designation, click here

Peace of Mind

Are you hesitant about changing providers? WWC offers a no-cost second opinion evaluation of your plan by Retirement Plan Consultants for your peace of mind. Make sure your plan is cost-efficient and is meeting all regulatory requirements.

Please feel free to contact us to discuss in more detail how we may help you.

Want a little more education?

Read a blog on this Topic