Our Advisory Services assist Plan Sponsors in meeting the fiduciary demands of maintaining a compliant, healthy retirement plan.
Fiduciary Management
Fiduciary Review
Investment Selection
Ongoing Assessment
Documentation & Records
Investment Committee Oversight
Investment Consulting
IPS (Investment Policy Statement)
Investment Selection
Continual Monitoring
Retirement Plan Design
Employer contribution strategies
Evaluation of qualification and eligibility issues
Compliance and legislative changes
Support services to simplify plan administration
Behavioral finance integrated plan design
Optimal use of safe harbor, auto enrollment, and auto increase provisions
Employee Education
Participant Education
Implementation and monitoring of EPS (Education Policy Statement)
Explain importance of retirement planning and options available in their plan
Recommend an asset allocation model suited to their personal needs and goals
Conduct ongoing employee education meetings in either group or individual settings
Vendor Benchmarking & Search
Managing vendor due diligence
Assist with RFP processes
Gather data and pricing
Analyze costs, services, and investment choices
Facilitating finalist meetings
Ongoing Monitoring
Monitor participant levels and performance
Fee benchmarking and analysis
Guidance on areas for improvement
Target date analysis and custom target date solutions
WSG Insights
Our content network for tools, videos, and educational articles.
October 1, 2018
A mixed September but strong quarter for U.S. stocks September started with some volatility, but it ended on a positive note for most U.S. markets, capping off a strong third quarter. The Dow Jones Industrial Average (DJIA) led the way for the month with a return of 1.97 […]
October 1, 2018
September 10, 2018
General market news Rates finished last week by moving higher. Short rates moved the most, as the 2-year Treasury yield opened on Monday at 2.70 percent. The 10-year had been at 2.80 percent a week and a half ago but opened Monday at 2.93 percent. The 30-year opened […]