401k Advisory Services

 
 
 

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

 

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Want to learn more about the services we provide? Download our 401k Advisory Services Overview now!
 
November 7, 2017

CFN National Conference Press Release 2017

FOR IMMEDIATE RELEASE For additional information, contact:          Rich Tegge                              906-228-3696 President/Owner                   rtegge@wsginvest.com Wealth Strategy Group         wsginvest.com Richard Tegge Attends National Educational Conference for Financial […]
November 7, 2017

Market Thoughts for November 2017

November 7, 2017

Market Update for the Month Ending October 31, 2017

Treats, not tricks, for markets October was another good month for the economy and markets. Better-than-expected economic data in the U.S., combined with positive corporate earnings news, lifted the major market indices. The S&P 500 Index returned a solid 2.33 percent. The Nasdaq Composite had an even more […]

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