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®)
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.